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What are Default Filters?

A personalized view of your engagement activity

Templeton Support avatar
Written by Templeton Support
Updated over 2 years ago

One of the most powerful benefits provided by Templeton is Data Filtering.

The Default Filters functionality allows you to define a common set of parameters that will be applied to each of the dashboards in Templeton, every time you visit. The filters you select become your default settings ... your "Default" view of the data.

Commonly these are used to limit the data that is shown throughout Templeton. Some common examples are:

  • Viewing data from a specific geographic region

  • Viewing data from a specific group of companies

  • Viewing data from a specific type(s) of company

Remember, Templeton provides the ability to filter and limit the data through four filtering parameters: General, Demographic, Firmographic, and Contextual. Any of these can be used to set your Default Filters.

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