Defining Filters

Open Application Architect and in Project Explorer expand Entity Model > Packages > SalesLogix Application Entities > Opportunity > Filters. Right click on Filters and click on “New Filter”. Build a “Boats” filter as shown in the screen shot. There are a number of things to be aware of here.

• The “Type” of the filter must be “range”.
• The filter property “Available for Analytics” must be set to TRUE. This enables the filter to show up in the dashboard Dimension drop down list when creating a Funnel Chart.
• The “Name” column in the range grid must match the - format from the Sales Process described above for each stage in the Sales Process. This is what enables the Filter to report on the Sales Process.
• The “Property” property must be “Stage”, since this is the field that the Sales Process populates as it is used. It provides the link between the filter and the Sales Process for reporting.
• Finally, the values in the “Display Name”, “Upper” and “Lower” columns for each row in the range grid must have the same value.