Dimensions

Your own ways of slicing the business, such as Market or Vertical. Each one is filled from a field on deals or on accounts in your CRM. Every figure on the dashboard can then be filtered and broken down by it.

Dimensions2 of 8

Name	CRM field	Applies to	Values found	Hide	Remove
		Deals	4: Canada, Central, East Coast, South
		Accounts	8: Consumer goods, Education, Energy, Financial services, …
		Save to add it, then add another.

Whether a dimension belongs to deals or to accounts follows from the field you pick. Pointing a dimension at a different field replaces its values with that field's values. Hide takes a dimension off every page but keeps its values and targets, so it can be shown again. Remove deletes it and every target set for its values. Nothing in the CRM changes either way.

Fields your CRM offers4

Market · deals · custom
Pipeline · deals · built-in
Vertical · accounts · custom
Country · accounts · built-in

Built-in fields come with the CRM. Custom fields are ones your company added there. To slice by something new, add it as a field in the CRM first.