Grouping enables you to organize data by a specific parameter, such as Opportunity Owner.
Grouping is perfect for Account and Opportunity dashboards, as you can group by any number of fields, such as Stage, Owner, ARR, and more.
To apply grouping to your dashboard, click the Group icon, located next to the Filter and Sorting icons.
To add an additional group, similar to sorting, simply click Add Another Column to Group By.
Once your grouping logic has been added, finalize your edits by adding a sort to your group or rearranging the grouping order all within the Group By menu.
When ready, simply click away to close the menu and get started with your newly-arranged dashboard!
Have a question about grouping? Drop us a line at support@backstory.ai.