Dashboard Filters

Dashboard Filters in Salesforce are interactive filter controls added to a dashboard that allow viewers to dynamically filter the data displayed across all dashboard components. Up to five filters can be added per dashboard, and each filter maps to fields in the underlying reports. Users click a filter and select values to instantly refine the dashboard view without editing the source reports.

Dashboard Filters are interactive filter controls added to a Salesforce dashboard that let viewers dynamically refine the data displayed across all dashboard components. Up to five filters can be added per dashboard, each mapped to one or more fields in the underlying reports. When a viewer picks a filter value (like selecting a region or a date range), every component on the dashboard that has a matching filterable field updates instantly, showing only the data that matches the selection.

Dashboard Filters are the key to building a single dashboard that serves many audiences. Instead of creating separate dashboards for every region, product line, or time period, you build one dashboard with the right filters and let viewers slice it themselves. This reduces maintenance (fewer dashboards to keep current) and gives viewers agency to explore the data in ways you didn't anticipate. Good filter design matches the mental model of the viewers: common slicing dimensions like time period, geography, and product category are natural filter candidates.