It would be great to be able to filter the Company records that appear in the My Portfolio widget without having to rely on the global filters of the dashboard.
Currently the widget shows churned and archived customers for us, neither of which our CSEs want to see when looking at their book of business. I don’t want to remove these records from Gainsight, and I don’t really want to add global filters they also won’t care about, so it’d be great if I could just filter them out of this widget (like I do in all of our other reports) so that my team sees the most relevant information.
Maybe I’m missing something - is there is a way to do this?
