Filters are essential if you want to customize how you read your data, helping you focus on what matters most for your business.
Where can you use filters in Diffly?
Filters are available on all of the "data consumption" pages in Diffly. You can find filters in the following sections:
Each page offers its own set of filters that are specific to the context of that page. This means the filters you apply on one page won't affect another, giving you precise control over the data you're analyzing.
How do Diffly's filters work?
Usecase filtering
You can analyze the data on one or several following usecases:
New business: collect feedback when a new deal is won or lost
Satisfaction: collect feedback from existing customer to evaluate their satisfaction, what would make them churn or renew and identify "ambassadors" and "at risk customers"
Churn & Renewal: collect feedback when a customer is renewed or churned and help you understand how to do better
Diffly's own filtering
These are Diffly's filters directly linked to your feedback programs.
Feedback publish date
Relevant filter if you want to analyze all the feedback you collected on a specific timeframe.
Feedback channel
3 kind of feedback could be collected :
Buyer interview : in-depth qualitative interviews led by your Program Manager
Buyer survey : quantitative surveys filled by your buyer
Internal survey : quantitative surveys filled by your internal team (Sales rep and/or CSM, other stakeholders)
Deal stage
Won (your closed-won deals)
Lost (your closed-lost deals)
Open (deals that are still ongoing and haven’t reached a closed-won/lost yet): open deals are particularly useful for "satisfaction" use cases
Your CRM or Excel import's filtering
Close date
Relevant filter if you want to analyze all the feedback you collected on a specific timeframe.
Amount
Relevant filter if you want to analyze and compare data based on the amount of deals
Deal owner
Relevant filter if you want to analyze and compare data all the feedback you collected on deal owner (sales rep, CSM, AM, other stakeholders).
Deal owner
Any other fields
All the fields you have imported thanks to your CRM integration or Excel import.
To manage which filters are available in your dropdown menu, go to Settings > Integration, where you can customize the fields shown from your CRM.
Saving Your Filters with “My Views”
“My Views” is a powerful feature in Diffly that allows you to save specific filter settings and return to them whenever you need.
How to create a new view:
Click on My Views in the top navigation bar.
Select Create New View.
Chose a View Name
Apply the filters you want to save.
Click Create View.
You now have a saved view that you can access at any time. You can also edit or delete your saved views by clicking the cogwheel icon next to My Views and selecting Manage My Views.
Share a view with your collaborators
In the sidebar, locate the view you’ve just created.
Click on the “⚙️” (settings) icon next to "My Views".
From this menu, you can:
Rename the view
Delete the view
Enable sharing with other members of your organization
A shared view will be visible to all users in your Diffly workspace.