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Custom Filter for Tables in Redwood sales dashboard

edited Nov 17, 2025 11:30AM in Sales 1 comment

Is there a way to create and apply custom filters to an entire tab on the Sales Dashboard?

We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Team Pipeline’ reports based on the “Opportunity Type” and “Opportunity Record Type” fields on the Opportunity object which on selecting a "Type" will show only the records related, in all 5 Table Reports. But, we are not seeing any configuration option for custom filter on the Dashboard. We can add only 4 standard filters - (teamFilter, timeFilter, territoryFilter, productGroupFilter).

Is this ask feasible? Please let me know thanks.

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