Filters allow you to narrow down dashboard results, compare performance across different time periods, and analyse sales activity by customer, region, account manager, and more.
1. Order Date Options Filter
The Order Date Options filter determines which date field is used throughout the dashboard.
You can choose between:
• Placed: Filters data based on when the order was placed by the customer.
• Delivery: Filters data based on the order's delivery date.
Switching between these options updates all date-related reporting across the dashboard.
• Use Placed when you want to report on when customers submitted orders.
• Use Delivery when you want to report on when products were delivered.
2. Order Date Filter
The Order Date filter allows you to narrow dashboard data to a specific time period.
To apply a date filter:
Click the Order Date filter.
Select a filter type from the dropdown menu.
Configure the date range.
Click Update.
Standard Filter Options
• Is Any Time: Displays all available data without any date restrictions.
• In the Past: Shows data from the past specified period.
Examples:
Past 7 days
Past 30 days
Past 12 months
• Between: Filters data between a specific start and end date.
• Before: Shows data before a selected date.
• On or After: Shows data from a selected date onwards.
Advanced Filter Options
Additional filtering options are available under More, including:
On the day
On day of week
On day of month
On day of quarter
On day of year
In the month
In the quarter
In the year
Is in month of year
Is in quarter of year
At hour of day
Is in the fiscal quarter
Is in the fiscal year
Is null
Is not null
Adding Multiple Conditions
For more advanced filtering, click + Add Condition to combine multiple date conditions.
This allows you to build more precise date-based reports.
3. Order Date Grouping
The Order Date grouping selector (the second Order Date dropdown in the expanded filter panel) controls how data is bucketed and displayed across charts.
You can group data by:
Date – view data at the individual day level.
Week – summarise data by week.
Month – summarise data by month.
Fiscal Quarter – group by fiscal quarter for financial reporting.
Fiscal Year – group by fiscal year.
Year – summarise data by calendar year.
4. GST Selection Filter
The GST Selection filter controls how sales values are calculated throughout the dashboard.
Available options include:
• Include GST: Sales totals include GST.
• Exclude GST: Sales totals exclude GST.
• Exclude GST and Freight: Sales totals exclude both GST and freight charges.
This filter is useful when comparing sales figures for operational, financial, or accounting purposes.
5. Customer State Filter
Use the Customer State filter to focus reporting on customers within a specific state or territory.
By default, the filter is set to Is Any Value, which includes customers from all locations.
You can select a specific state or territory to analyse customer activity within that region.
6. Account Manager Filter
Use the Account Manager filter to analyse performance based on the account manager assigned to customers or orders.
This can help identify:
Sales performance by account manager
Customer activity by account manager
Revenue contributions across your team
By default, the filter is set to Is Any Value, which displays data across all account managers.
Specific Account Manager displays data for a selected account manager only.
Note: The Account Manager filter only works if account managers have been assigned to your customers in Ordermentum. It does not apply retroactively — it will only filter data from the point the account manager was assigned.
For more information, refer to the guide on setting up the Account Manager filter.
7. Region Filter
Use the Region filter to focus reporting on specific geographical areas.
This can help identify:
Regional sales trends
Customer distribution
Performance across different territories
By default, the filter is set to Is Any Value, which displays data across all regions.
Specific Region displays data for a selected region only.
Note: The Region filter only works if you have manually added region tags to your customers in Ordermentum. It does not apply retroactively — it will only filter data from the date the region was assigned to each customer.
For more information, refer to the guide on setting up the Region filter.
Frequently Asked Questions
Why has my dashboard changed after updating the Order Date Options filter?
Why has my dashboard changed after updating the Order Date Options filter?
Changing between Placed and Delivery updates all date-based calculations throughout the dashboard, which may change totals, charts, and trends.
Can I combine multiple date filters?
Can I combine multiple date filters?
Yes. Use + Add Condition within the Order Date filter to apply multiple date conditions simultaneously.
How do I find my most frequently ordered or purchased products?
How do I find my most frequently ordered or purchased products?
The Top Products by SKU table uses a fixed 30-day period and does not update when you change the Order Date filter. Only the Sales Performance chart updates based on the date filter you apply.
How do I find my most frequently ordered or purchased products?
How do I find my most frequently ordered or purchased products?
Go to Insights, then navigate to the Customer Profile dashboard and look for the Sales by Products table. This shows your most ordered and purchased products by volume.
How can I compare my sales performance across different time periods?
How can I compare my sales performance across different time periods?
Use the Order Date filter to set your desired time period and download the data. Repeat the process for each period you want to compare. You can also use + Add Condition within the Order Date filter to apply multiple date conditions at the same time.
How do I reset filters back to the default view?
How do I reset filters back to the default view?
Each filter defaults to Is Any Value, which includes all data. To reset an individual filter, click on it and select Is Any Value. To reset the date filter, set it back to Is Any Time.
Can I use multiple filters at the same time?
Can I use multiple filters at the same time?
Yes. All filters work together and can be combined. For example, you can set a date range, select a specific Customer State, and filter by Account Manager simultaneously. The dashboard will update to show only data that matches all selected filter criteria.
Need More Help?
If you need assistance using Insights filters or interpreting dashboard data:
📧 Email: support@ordermentum.com
💬 Chat: Use the chat bubble at the bottom-right of your Ordermentum screen
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