Dashboard global filters using OR logic

+1 to the above few comments… this is marked as implemented, but the includes operator only solves a small portion of advanced logic issues.

This idea should be reopened and revisited - I believe the idea is for advanced filter logic on dashboards, similar to what we can set up in Reports. 

I have a use case where we assign both a “CSM” and a “CSM 2” each to our larger, more global accounts so that they have support in more than one geo. We are currently unable to have a dashboard that filters to companies where CSM or CSM 2 = current user, so certain portfolio-level analyses are impossible to perform for users. 

Would love to see this implemented this year - I think it would help a lot of people out! 😊

@pgeorge could you pl get us up to speed on this one?

@Alvin @sacha @jenlpro understood the use cases. Adding to our roadmap for Dashboards. We will keep you posted regarding the same.

Thanks and regards,
Neha

One of customer has a use case where the advance logic could really save a lot of time and efforts. Do we have an ETA on this?

We have Senior Managers asking for this as well. +1

+1 for this idea, our use case is I can be assigned as a primary or backup CSM on an account. I want to be able to filter for name in both fields using an or condition so I can see my dashboard for all accounts whether I am assigned as primary or backup.

+1 here too! This feature would be really helpful. One of our most important use cases is that we have multiple fields that we use to track the assigned CSM--we have multiple roles supporting our customers and multiple levels of our customer hierarchy. So we have the usual “CSM” field and also a “Parent CSM” to show the highest level CSM assigned. 

Building dashboards today has been clunky to provide a way to do an “OR” statement between these two fields and properly filter reports to show CSMs the accounts they are responsible for.

Adding some use cases for context:

Use Case:

A csm is monitoring all of their renewals from the renewals dashboard.  CSM wants to know view all data where they are the opp CSM or assigned opp owner.

Filter would be Opp CSM = (name) OR Opp Owner = (name).

This would greatly improve workflow.

There are other applications as well.  I want to see any account with a health score of under 50 OR that has ACV greater than $$.  It would allow improved visibility and flexibility to teams.

Note: this cannot be done through the home dashboard, as many of our needed reports are not straight from the company level and/or do not reside within Gainsight (i.e., Salesforce reporting).

Are there any updates here?  Going on 7 years and almost 70 votes with no movement.