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Filter the dashboard by period, operator, channel, funnel and status

A Supervisor narrows every widget on the Omnichannel Dashboard at once using a shared filter bar — period, operator, channel, funnel and status.

When this happens: Supervisor changes a filter on the Omnichannel Dashboard.

Step by step

  1. 1

    Sets Period = Last 7 days, Channel = WhatsApp, Status = Waiting for Customer.

    Re-queries every widget (summary tiles, volume, operator performance, AI indicators, refusals) with the combined filter, each still bounded by the viewer's visibility scope.

  2. 2

    Add Operator = Radu Stan to narrow further.

    EasyCRM updates all widgets again; the filter bar shows the four active filters with a Clear all action.

Other paths

Funnel filter

Open the Funnel filter. It lists the company's active funnels and *No funnel*. Select Retail. Re-queries every widget. A conversation counts when at least one opportunity linked to it is currently in Retail. Select *No funnel* instead, to find conversations nobody has turned into an opportunity.

If something goes wrong

Filter combination yields no widgets with permission

The Supervisor lacks EasyCrm.Reports.Omnichannel.OperatorPerformance; that section is hidden regardless of filter state, not shown empty.

Good to know

  • Filters apply to every widget at once, combined with AND.
  • A conversation matches a funnel when an opportunity linked to it is currently in that funnel; *No funnel* matches conversations with no linked opportunity.