A Look at Our Client Dashboard

Now let’s take a look at the dashboard that is built to share. Because I used a query table for the base data of every chart and KPI in this dashboard, the user filters of Affiliate and Closing Date work on every element of the dashboard.

If you don’t build a dashboard where every element uses the same base data, it will not be possible to automate the pre-filtering by client or any other variable.

Using SQL, I ensured that the Affiliate email and the Closing Date of the Deal appear in the base data for every record. As you’ll see later, this makes it possible to automate filtering.