List of Sales Intelligence Dashboards Filters

This article shows the list of all SI Dashboards filters, broken down by Dashboard.

For more information on how to use filters, see Sales Intelligence Dashboards Filters.

Accounts Dashboard Filters

Filter Category	Filter Category	Filter Fields
User Type	User Type	Select a user type, then select a specific user
Account	Account Temperature	– Hot (New) – Hot – Warm – Cold
	Account Buying Stage	– Purchase – Decision – Consideration – Awareness – Target
	Account Reach Score	– High – Medium – Low
	Account Level Sales Activity	– No activity in the last 7 days – No activity in the last 30 days – No activity in the last 60 days – No activity in the last 90 days
	6QA Status	– 0-30 days from last 6QA – 31-60 days from last 6QA – 60+ days from last 6QA – Not in 6QA
	Account Profile Fit	– Strong – Moderate – Weak
	Employee Range	– Empty Value – 0-9 – 10-19 – 20-49 – 50-99 – 100-249 – 250-499 – 500-999 – 1,000-4,999 – 5,000-9,999 – 10,000+
	Estimated Employees	Filter down companies with estimated employee count using “equal”, “greater than”, or “less than” operators
	Industry	Select from a list of industries and sub-industries
	Revenue Range	– $1-$1M – $1M-$5M – $5M-$10M – $10M-$25M – $25M-$50M – $50M-$100M – $100M-$250M – $250M-$500M – $500M-$1B – $1B-$2.5B – $2.5B-$5B – $5B+
	Estimated Revenue (in $)	Filter down companies with estimated annual revenue (in USD) using “equal”, “greater than”, or “less than” operators
	Technology Used	Select from your configured technologies, then select a status and confidence score
	Psychographics	Select from your configured psychographics
	Account Type	Select from your configured account types
	Account City	Search for a city
	Account State	Search for a state
	Account Country	Search for a country
	Account Region	Search for a region
CRM/MAP	Latest Opportunity Status	– Prospect – Open – Won – Lost
CRM/MAP	Salesforce Account Fields	Select from your Salesforce account fields

People Dashboard Filters

Filter Category	Filter Name	Filter Fields
User Type	User Type	Select a user type, then select a specific user
People	Engagement Trend	– Above 60 – 31 to 60 – 1 to 30 – No change – -1 to -30 – -31 to –60 – Below -60
	Job Level	– Staff – Manager – C-Level – Director – Senior – Other
	Job Function	– Legal – Foreign Language – Other – Customer Service & Support – Arts & Design
	Persona Importance	– Strong – Moderate – Weak
	People City	Search for a city
	People State	Search for a state
	People Country	Search for a country
Account	Account Temperature	– Hot (New) – Hot – Warm – Cold
	Account Buying Stage	– Purchase – Decision – Consideration – Awareness – Target
	Account Reach Score	– High – Medium – Low
	Account Level Sales Activity	– No activity in the last 7 days – No activity in the last 30 days – No activity in the last 60 days – No activity in the last 90 days
	6QA Status	– 0-30 days from last 6QA – 31-60 days from last 6QA – 60+ days from last 6QA – Not in 6QA
	Account Profile Fit	– Strong – Moderate – Weak
	Employee Range	– Empty Value – 0-9 – 10-19 – 20-49 – 50-99 – 100-249 – 250-499 – 500-999 – 1,000-4,999 – 5,000-9,999 – 10,000+
	Estimated Employees	Filter down companies with estimated employee count using “equal”, “greater than”, or “less than” operators
	Industry	Select from a list of industries and sub-industries
	Revenue Range	– $1-$1M – $1M-$5M – $5M-$10M – $10M-$25M – $25M-$50M – $50M-$100M – $100M-$250M – $250M-$500M – $500M-$1B – $1B-$2.5B – $2.5B-$5B – $5B+
	Estimated Revenue (in $)	Filter down companies with estimated annual revenue (in USD) using “equal”, “greater than”, or “less than” operators
	Technology Used	Select from your configured technologies, then select a status and confidence score
	Psychographics	Select from your configured psychographics
	Account Type	Select from your configured account types
	Account City	Search for a city
	Account State	Search for a state
	Account Country	Search for a country
	Account Region	Search for a region
CRM/MAP	Latest Opportunity Status	– Prospect – Open – Won – Lost
CRM/MAP	Salesforce Account Fields	Select from your Salesforce account fields

Recent Activities Dashboard Filters

Filter Category	Filter Name	Filter Fields
User Type	User Type	Select a user type, then select a specific user
People	Engagement Activity Type	Select from your configured engagement activities
	Job Level	– Staff – Manager – C-Level – Director – Senior – Other
	Job Function	– Legal – Foreign Language – Other – Customer Service & Support – Arts & Design
	Persona Importance	– Strong – Moderate – Weak
	People City	Search for a city
	People State	Search for a state
	People Country	Search for a country
Account	Account Temperature	– Hot (New) – Hot – Warm – Cold
	Account Buying Stage	– Purchase – Decision – Consideration – Awareness – Target
	Account Reach Score	– High – Medium – Low
	Account Level Sales Activity	– No activity in the last 7 days – No activity in the last 30 days – No activity in the last 60 days – No activity in the last 90 days
	6QA Status	– 0-30 days from last 6QA – 31-60 days from last 6QA – 60+ days from last 6QA – Not in 6QA
	Account Profile Fit	– Strong – Moderate – Weak
	Employee Range	– Empty Value – 0-9 – 10-19 – 20-49 – 50-99 – 100-249 – 250-499 – 500-999 – 1,000-4,999 – 5,000-9,999 – 10,000+
	Estimated Employees	Filter down companies with estimated employee count using “equal”, “greater than”, or “less than” operators
	Industry	Select from a list of industries and sub-industries
	Revenue Range	– $1-$1M – $1M-$5M – $5M-$10M – $10M-$25M – $25M-$50M – $50M-$100M – $100M-$250M – $250M-$500M – $500M-$1B – $1B-$2.5B – $2.5B-$5B – $5B+
	Estimated Revenue (in $)	Filter down companies with estimated annual revenue (in USD) using “equal”, “greater than”, or “less than” operators
	Technology Used	Select from your configured technologies, then select a status and confidence score
	Psychographics	Select from your configured psychographics
	Account Type	Select from your configured account types
	Account City	Search for a city
	Account State	Search for a state
	Account Country	Search for a country
	Account Region	Search for a region
CRM/MAP	Latest Opportunity Status	– Prospect – Open – Won – Lost
CRM/MAP	Salesforce Account Fields	Select from your Salesforce account fields

Recommended Actions Dashboard Filters

Filter Category	Filter Name	Filter Fields
User Type	User Type	Select a user type, then select a specific user
People	Recommendation Reason	– High Intent – Engaged, but not recently reached – Most important unreached persona at high intent location – Strong profile – Strong persona at high intent location
	Contact Type	– Unlock – Reach Out
	Job Level	– Staff – Manager – C-Level – Director – Senior – Other
	Job Function	– Legal – Foreign Language – Other – Customer Service & Support – Arts & Design
	Persona Importance	– Strong – Moderate – Weak
	People City	Search for a city
	People State	Search for a state
	People Country	Search for a country
Account	Account Temperature	– Hot (New) – Hot – Warm – Cold
	Account Buying Stage	– Purchase – Decision – Consideration – Awareness – Target
	Account Reach Score	– High – Medium – Low
	Account Level Sales Activity	– No activity in the last 7 days – No activity in the last 30 days – No activity in the last 60 days – No activity in the last 90 days
	6QA Status	– 0-30 days from last 6QA – 31-60 days from last 6QA – 60+ days from last 6QA – Not in 6QA
	Account Profile Fit	– Strong – Moderate – Weak
	Employee Range	– Empty Value – 0-9 – 10-19 – 20-49 – 50-99 – 100-249 – 250-499 – 500-999 – 1,000-4,999 – 5,000-9,999 – 10,000+
	Estimated Employees	Filter down companies with estimated employee count using “equal”, “greater than”, or “less than” operators
	Industry	Select from a list of industries and sub-industries
	Revenue Range	– $1-$1M – $1M-$5M – $5M-$10M – $10M-$25M – $25M-$50M – $50M-$100M – $100M-$250M – $250M-$500M – $500M-$1B – $1B-$2.5B – $2.5B-$5B – $5B+
	Estimated Revenue (in $)	Filter down companies with estimated annual revenue (in USD) using “equal”, “greater than”, or “less than” operators
	Technology Used	Select from your configured technologies, then select a status and confidence score
	Psychographics	Select from your configured psychographics
	Account Type	Select from your configured account types
	Account City	Search for a city
	Account State	Search for a state
	Account Country	Search for a country
	Account Region	Search for a region
CRM/MAP	Latest Opportunity Status	– Prospect – Open – Won – Lost
CRM/MAP	Salesforce Account Fields	Select from your Salesforce account fields

Other Filters

The following filter can be made available on Discovery and all Dashboards, but must be enabled by raising a support ticket.

Filter Category	Filter Name	Filter Fields
CRM/MAP	Salesforce Account Team Member Fields	Select the User ID field to select specific users or other fields as applicable