A well-designed dashboard makes key metrics easy to understand at a glance, helping viewers quickly interpret data and take action. Cluttered or confusing dashboards can lead to misinterpretation, delays, or missed insights. By carefully planning what to display—and what to filter out—you create a clear, focused view that supports better decisions as you work toward your goals.
To refine the data shown within a widget, edit an existing widget or add a new one, then click Filter within the configuration panel. The types of filters available will depend on the data source in use.
Example of how to apply filters using Zendesk Support
In this example, we’ll create a Zendesk Support widget that displays the number of Unsolved tickets and use a filter to display data for a specific customer type.
Edit an existing widget or add a new widget to your dashboard.
In the widget preset panel, set the Display field to your desired metric.
For this example, we’re using Unsolved tickets.
Click Filter to open and display all available filter options.
For our example, we’ll select Customer Type.
Set the operator to is.
Then, in the Select field, choose VIP Customer.
Then click Apply.
You can do the same for any filter you want to apply.
Make any other adjustments needed and click Save or Add to dashboard.