Master defined Periods

Hi @Mike,
I do exactly the same thing. I have the first line of the dashboard to be the “criteria” section. This is where we have our most key filters that users will want to narrow results such as Country, Sales Rep, Brand, Etc. The remainder of the dashboard then will reflect these key choices.

Echoing your comments, this requires users to scroll up to the top to change the key filters and then scrolling down. I also provided suggestions on navigating a dashboard as well which would make it easier (although not perfect) here: Table of Contents (lines) on a dashboard

Also making scrolling easier here: Dashboard Group Of Lines

I have raised this with our account manager to see what can be done as these above two are IMO quick fixes for Phocas and improve quality of life considerably.

Regards,

Jon

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