Saved Views · creation flow
Save once. Watch forever.
A useful filter combo can graduate into a saved view, and a saved view can graduate into a metric tile on the Home page that shows its current count. Three steps.
1Build the filter
2Save the view
3It's on Home
You've built a useful filter combo.
42 accounts match. This combo took 4 clicks. You'll come back to it weekly — let's save it.
Type · Customer
★ Tier · Key Accts
Tier · Spenders
No visit · 60+ days
Includes "?" no-record
Save this filter as a view?
You can pin it to Home as a metric tile, share it with the team, or set Slack alerts on it.
42 results
sorted by days since last visit
GORDONS NO1 AUTO SERVICE LLC Key Accts
11241 W. Forest Home Ave., Franklin, WI · 87 days · Donavan M.
Tires Unlimited Automotive Services LLC Spenders
1557 N Wisconsin Street, Port Washington, WI · 76 days · Marisol C.
Save filter as view
What should we call it?
A view is a named, shareable bundle of filters. Pin it to Home and you'll see its live count every morning.
Shown on the views rail and (if pinned) on Home.
Optional. Shows on hover.
🔥
⚠️
📍
Show as a metric tile on the Home page
Live count refreshed each morning. Click → opens this view.
Preview · how it'll look on Home
Stale Key Accts (60+)
42 ▲ 8 wk
via email · Slack
Tomorrow morning · Home
Good morning, Donavan. Your view is live.
My visits this week
11
target: 14 · ▲ 2 vs prior wk
Follow-ups due
7
3 overdue
Notes added
22
this week
New
Stale Key Accts (60+)
42 ▲ 8 wk
your saved view
What just happened
A quick recap of the flow we just walked through.
1.
You filtered.
Customer + Key Accts/Spenders + 60+ days no visit. Five chips. Forty-two accounts.
2.
You saved + named it.
"Stale Key Accts (60+)". Pinned to Home. Visibility: just you.
3.
It became a tile.
Live count on Home. Click → filtered list. Updates every morning.
From here: manage views via Home → "Manage views", or right-click any tile to edit / unpin / share.