Filter bar
Every dashboard includes a flexible filter bar at the top of the page. You can add any data element as a filter to narrow your view. Common filter dimensions include:- Category — The Dot category your products belong to
- Product Line — Your product line groupings
- Product — Individual SKUs
- Customer Province — Dot’s term for state (e.g., Louisiana, Texas)
- Ship-to City — The city of the receiving customer
- Customer — Specific receiving customers
Filtering within charts and tables
You can also click directly on values within charts, tables, and graphs to filter the dashboard. For example, clicking a product line name in a table filters the entire page to that product line. This provides a fast, interactive way to drill into your data.Time periods
Each dashboard includes a time period selector that controls the time window for all data on the page. Available options vary by dashboard but typically include:| Period | Use case |
|---|---|
| Last Week | Quick check on the most recent week |
| Last 2 Weeks | Recent activity snapshot |
| Last 4 Weeks | Monthly review |
| Last 6 Weeks | Short-term trend check |
| Last 8 Weeks | Short-term inventory analysis |
| Last 13 Weeks | Quarterly performance view (default on most dashboards) |
| Last 26 Weeks | Half-year trend analysis |
| Last 52 Weeks | Full-year review and year-over-year comparisons |
| Current Year | Year-to-date performance |
| Last Year | Prior year baseline for comparison |
| Custom Date Range | Select specific start and end dates for any window |
Bookmarks
Bookmarks let you save the current state of a dashboard — including all applied filters — so you can return to that exact view in one click.Creating a bookmark
- Apply the filters you want to save (e.g., Customer Province = Louisiana).
- Select the bookmark icon.
- Name your bookmark (e.g., “Louisiana accounts”).
- The bookmark appears in your bookmark menu for future use.
When to use bookmarks
- Monitoring specific accounts or territories on a recurring basis
- Switching quickly between regional views during team meetings
- Saving a filtered Retention Detail view of your top-priority voids
Filter groups
Filter groups are reusable, named filter configurations that let you save a combination of filters for quick access.Creating a filter group
- Apply the filters you want to save.
- Open the filter group menu and create a new group.
- Name the group.
When to use filter groups
- Regional territories — Create a filter group for each sales region so reps can snap to their territory.
- Promotional SKUs — Group products on promotion for easy monitoring.
- New product launches — Track new items across specific states or customers.
- Account-specific views — Combine customer and product filters for key accounts.
Data export
You can export any table or visualization from Crisp at Dot for use in external tools, email, or presentations.How to export
- Navigate to the table or view you want to export.
- Apply any filters to narrow the data.
- Select the export option on the table or visualization.
- The data downloads as a PDF or CSV file you can open in Excel or other tools.