Overview
Filter Bookmarks allow you to save a set of filters and reuse them later.
Instead of selecting the same filters every time, you can apply them instantly through a saved bookmark. This reduces the number of clicks and helps you navigate insights faster.
Filter Bookmarks are available in the following pages:
Customer Interaction Overview
Deal Overview
Forecasting
You can also set a default filter bookmark, which Kickscale automatically applies when you open the website.
How Filter Bookmarks Work
When you apply filters on a page, you can save those exact settings as a bookmark.
Later, you can select the bookmark to instantly apply the same filter configuration again.
How to Create a Filter Bookmark
Follow these steps to create a bookmark:
Navigate to one of the supported pages:
Customer Interaction Overview
Deal Overview
Forecasting
Apply the filters you want to save.
Click the Bookmark icon in the filter bar.
Select Save Filter Settings as Bookmark.
Enter a name for your bookmark.
Save the bookmark.
Your bookmark is now available and can be applied anytime:
How to Use a Filter Bookmark
Once created, bookmarks appear in the bookmark menu.
To apply a bookmark:
Click the Bookmark icon.
Select the desired Filter Bookmark.
Kickscale instantly applies the saved filters.
Setting a Default Filter Bookmark
You can set one bookmark as the default filter for a page.
The default bookmark automatically applies whenever you open the page.
To set a default bookmark:
Click the Bookmark icon.
Find the bookmark you want to use.
Select the Star icon to set this filter as a Default Filter.
Important notes:
Only one default filter can exist per page.
Default filters apply separately for each page (Overview, Deals, Forecasting).