This article highlights TruVoice's filtering functionality, including Quick Filters, Workspaces, inclusive and exclusive filters, and nested conditions. Quick filters are for simple conditions, whereas Workspaces are for more complex filter sets and can be shared with others with no special permissions required. Filters and Workspaces appear in multiple modules across the TruVoice platform and exist at the Dashlet level in the main Dashboard.

Key Features

Dashboard Filters vs. Other Filters: Filters applied in the dashboard modules (except Dashlets) carry over as you navigate from one dashboard module to another, whereas filters in other areas, such as admin pages, are separate and unique to those specific pages.

Persistence of Filters: Once applied, filters remain active as you move between dashboard modules, eliminating the need to reapply them repeatedly.

Role Based Dashboard Filtering: With the introduction of Role based dashboards, individual Dashlets have their own filtering mechanisms, allowing you to view multiple targeted datasets simultaneously. Learn more about Role Based Dashboards here: Role-Based Dashboards Overview

Default Quick Filters: Quick Filters offer preset options like wins, losses, common date ranges, etc. for easy filtering. Users can also create custom Quick Filters for more specific needs, such as a specific product or competitor you filter for frequently.

Filter Conditions: TruVoice offers a wide range of conditions, including date ranges, tags, sales reps, responses, and more. Explore details of possible Filter Conditions here

Calculated Fields: Certain filter conditions are derived from survey responses. Descriptions of these fields will be available in the Filter Conditions article referenced above.

Filter Complexity: Filters can be nested to create complex and/or conditions, as well as filtering inclusively and exclusively simultaneously, allowing users to refine their data view with extreme precision.

Workspace vs. Quick Filters: Workspaces serve as collections of filters for complex, frequently used scenarios, whereas quick filters offer a faster way to apply common filter conditions.

Integration Across Modules: Filters are integral to several modules, allowing users to customize their data views and streamline their analytical workflows.

Navigation

On any TruVoice view that has support for global filtering, select the filters icon in the top right of the screen. Some pages will not have this due to the page having specialized filtering that is specific to that page.

Decide if the filter will Display or Not Display the filtered data. You can also set different conditions under Display and Do Not Display simultaneously to refine the data you want displayed by adding additional conditions for what you don't want displayed:

Click to add a new filter:

Define your parameters, including multiple individual conditions or groups of conditions as desired:

Optional: Save your most frequent basic conditions as “Quick Filters” for repeated use:

Click the blue ‘+’ to add one or more “Quick Filters” to the workspace. It will be set to Display or Do Not Display depending on which tab is active when it’s added:

Add additional filters if desired:

Click the sidebar to change the logic operation between AND & OR. Use AND to return profiles that match ALL of the conditions you set, or switch to OR to return profiles that match ANY of the conditions you've set:

A collection of filter conditions you want to use frequently without having to rebuild each time can be saved as a Workspace. Click here to give your Workspace a name and save it. The conditions you've defined will then be retained for easy recall in the future, and can also be set as the default filters applied to dashboard modules as soon as you log in:

Use this dropdown to create a new Workspace or select an existing Workspace to apply it or make changes to the conditions, with the option to update the Workspace to save any changes to the conditions. You can also click to edit the Workspace name, share the Workspace with another user, or delete it:

Click to apply your filter:

Your desired filtered data will then be displayed as you move through the different dashboard modules.

Example Use Cases

• Examine this year's losses to a specific competitor for a specific product
  
  • When pursuing a new deal for a specific product and you know the buyer is considering a specific competitor, it is invaluable to be armed with information about that competitor's tactics and strategies. Increase your chances of winning by being prepared to counter the traps this competitor is known to set, as well as set some of your own traps, by reviewing recent feedback about what that competitor is doing to win against your product.
    
• Identify potential references for a deal you're currently pursuing in a specific industry
  • When a current prospect asks for references, it's crucial to supply them with references to current customers that not only will talk about you favorably, but be relevant to the prospect. Use filters to dial in on current customers that have expressed willingness to be a reference who are also a good match for this prospect.
    
• Review No Decision deals that could be revisited and converted
  • Prospects that decide not to make a purchase are not always a total lost cause. Many simply need more time to get other priorities taken care of, or sufficient budget secured, or someone that's on extended leave to return. Filters can help you keep an eye on prospects approaching readiness to get back to considering your solution, and their feedback can help you go into those renewed conversations armed with key information to help you succeed.
    
• Track deals lost by a thin margin that could be ripe for a win-back
  • Many losses are not so cut and dry. Buyers frequently will select a solution simply because it's the cheapest, or has a specific capability they need that you couldn't meet at the time. Sometimes, internal politics in their organization force a decision to select a competitor despite your product being superior in every way. Filters can help you identify these weak losses, understand why you lost, and position you to approach them as their current contract nears expiration and potentially convert them to your solution.
    
• Identify customers at risk for defection to develop mitigation strategies
  • If your feedback program is gathering pre-renewal Customer Experience data, filters can help you identify accounts that are struggling and at risk so you can review the challenges they're having and strategize on what to do to improve their satisfaction. This can also help identify larger gaps at the organizational level that may need to be addressed, if there tends to be a theme of customers starting off happy and becoming dissatisfied by the time their renewal comes.
    

 User Feedback and Improvements:

• TruVoice is continuously improving its filter functionality based on user feedback and usability testing.
• If you encounter any issues or have suggestions for improvements, feel free to provide feedback to the TruVoice development team by emailing support@truvoice.io