RevenueStory Revenuestory

Possible to Segregate Customers from Revenue Story Dashboard ?

Modified on: Wed, 7 Jun, 2023 at 5:03 PM

Scope

I want to customize the Revenue Story Dashboard in such a way that it only shows me the report from a specific set of customers.


Solution

You can create custom fields for your customers, which can actually be used in filters to exclude customers based on that custom field.

Kindly navigate to Revenue Story ->> Dashboard ->> Select the Filter ->> Expand the Custom section and segregate the customers accordingly.Please refer to the below screenshot:





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