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How Can I Filter My Sales Dashboard by Salesperson?

Use the Sales Staff filter to view dashboard results by individual team members.

Colin Connor avatar
Written by Colin Connor
Updated this week

To access this feature, you must be on Goodshuffle Pro Standard or above.

If you manage a sales team or want to analyze individual performance, you can filter the Sales Dashboard by Salesperson to review data for a specific staff member.


How to Filter by Salesperson

  1. Navigate to the Sales Dashboard in Goodshuffle Pro.

  2. In the Sales Filters panel on the left, scroll to the Sales Staff dropdown.

  3. Select the name of the salesperson you’d like to filter by.

Why Use This Filter?

  • Track how many quotes or contracts each salesperson has sent

  • Compare total revenue by team member

  • Use for reviews, commissions, or forecasting


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