Overview

This guide explains how to apply filters on the Leads Dashboard to narrow results, combine conditions, and find relevant opportunities efficiently.

Access the Leads Dashboard

1. Go to the Lead Pursuits portal and log in using your account credentials.
2. Locate the Quick Start: Default Dashboards section on the homepage.
3. Click the Leads Dashboard link. The system will redirect to the Leads Dashboard page.

Figure 1: Leads Dashboard via homepage

Alternatively,

4. Open the side navigation menu.
5. Expand the Folders dropdown.
6. Click LookML Dashboards. This will display the list of all available dashboards.
7. Click Leads Dashboard.

Figure 2: Leads Dashboard via LookML dashboards

Apply Filters on the Leads Dashboard

Consider an example scenario where you need to find contract opportunities that meet the following criteria:

• Post Date: Within the last 30 days
• Agency Name: Either “City of Phoenix” or “City of Beverly Hills”
• Category Description: Contains “Construction”

Step 1: Access Available Filters

1. Locate the filter fields at the top of the dashboard (Post Date, Due Date, etc.).
2. Click the More button (shows “More . 10”) to view additional filter options.

Note: For more details on how dashboard-level filters work, see the Looker documentation on using dashboard filters.

Step 2: Apply the Posted Date Filter

1. Click the Post Date filter field.
2. Select is in the last from the operator dropdown.
3. Enter 30 in the number field.
4. Select complete days from the time unit dropdown.

Figure 3: Applying Post Date filter

Step 3: Apply the Agency Name Filter (OR Condition)

1. Click the Agency Name filter field.
2. Select is from the operator dropdown.
3. Enter City of Phoenix in the value field.
4. Click the + (plus) icon to add an OR condition.
5. In the new field, select is and enter City of Beverly Hills.

Figure 4: Applying Agency Name filter

Note: The plus icon allows you to add multiple values within a single filter using OR logic (Agency Name = “City of Phoenix” OR “City of Beverly Hills”).

Step 4: Apply the Category Description Filter

1. Click the Category Description filter field.
2. Select contains from the operator dropdown.
3. Enter Construction in the value field.

Figure 5: Applying Category filter

Step 5: Execute the Filters

1. Click Update to execute the filters and view results.

Figure 7: Updating filters

Important: All filters applied at the dashboard level use AND logic between different fields. This means all conditions must be satisfied simultaneously for a lead to appear in the filtered results.

Understanding Filter Operators

For advanced filter syntax, logical expressions, and operator behavior, see the official Looker documentation for filter expressions .

Date Filter Operators

Date filters (Posted Date, Due Date) provide advanced options for precise time-based filtering.

Operator	Description	Example
is in the last	Finds records within a specified time period from now	Set to “10 complete days” to show leads posted in the last 10 days
is on the day	Matches a specific date	Select “03/15/2025” from the calendar to show leads posted on that exact date
is in range	Finds records between two dates	Set start date “03/01/2025” and end date “03/31/2025” to show leads posted in March 2025
is before	Finds records before a specified date	Set to “10 days ago” (relative) or select “03/01/2025” (absolute) to show leads posted before that date
is on or after	Finds records on or after a specified date	Set to “03/01/2025” to show leads posted on or after March 1, 2025
is in the year	Filters by a specific year	Enter “2025” to show all leads posted in 2025
is in the month	Filters by a specific month and year	Select “March” and enter “2025” to show all leads posted in March 2025
is this	Filters by current time period	Select “month” to show leads posted in the current month
is next	Filters by upcoming time period	Select “week” to show leads due next week
is previous	Filters by past time period	Select “month” to show leads posted last month
is	Flexible time-based filter	Enter “3 months ago” or “4 weeks from now” with specified units
is null	Finds records with no date value	Shows leads where the date field is empty
is any time	Shows all records regardless of date	Removes date restrictions from the filter
is not null	Finds records with any date value	Excludes leads where the date field is empty
matches a user attribute	Uses predefined user attributes	Select from attributes like timezone or locale settings
matches advanced	Allows custom value entry	Enter a specific value or expression for advanced filtering

Time Unit Options: When using relative date operators, you can select from seconds, minutes, hours, days, weeks, months, quarters, or years.

Relative vs. Absolute: Many date operators offer both relative (e.g., “10 days ago”) and absolute (specific calendar date) options for maximum flexibility.

Text Filter Operators

Text filters (Agency Name, City, Category Code, Category Description, Title, Document Title, Zip Code) provide options for text-based searches.

Operator	Description	Example
is	Matches exact text values	Enter “City of Phoenix” to show only leads from that specific agency
contains	Finds values that include the specified text	Enter “School” to match “Public School District” or “Elementary School”
starts with	Finds values beginning with specified text	Enter “City” to match “City of Phoenix” or “City of Beverly Hills”
ends with	Finds values ending with specified text	Enter “County” to match “Orange County” or “Los Angeles County”
is blank	Finds records with empty values	Shows leads where the field has no value
is null	Finds records with null values	Shows leads where the field is null
is not	Excludes exact text matches	Enter “City of Phoenix” to exclude that specific agency
doesn’t contain	Excludes values with specified text	Enter “School” to exclude all agencies containing “School”
doesn’t start with	Excludes values beginning with specified text	Enter “Town” to exclude agencies starting with “Town”
doesn’t end with	Excludes values ending with specified text	Enter “Department” to exclude agencies ending with “Department”
is not blank	Finds records with any value	Excludes leads where the field is empty
is not null	Finds records with non-null values	Excludes leads where the field is null
matches a user attribute	Uses account-level attributes	Select from First Name, Last Name, Email, Full Name, Timezone, Locale, or Number Format
matches advanced	Allows custom value entry	Enter specific values or expressions for advanced filtering

Note: Operators like “is blank,” “is null,” “is not blank,” and “is not null” do not require additional value input.

Understanding Filter Logic

AND Logic Between Filters

All filter fields operate with AND logic at the top level. This means every condition must be met for a lead to appear in results.

Example: If you set Posted Date = “last 30 days” AND Agency Name = “City of Phoenix” AND Category = “Construction”, only leads that satisfy ALL three conditions will be displayed.

OR Logic Within Filters

Within a single filter field, you can create OR conditions using the + (plus) button.

Example: Agency Name = “City of Phoenix” OR “City of Beverly Hills” will show leads from either agency.

FAQs

Can I combine multiple date ranges in one filter?
Yes, use the + icon to add OR conditions within the Posted Date or Due Date filter.

What’s the difference between “is blank” and “is null”?
“is blank” checks for empty values and “is null” checks for null database values. 

How do I clear all filters?
Click the Reset Filters option from the three-dot menu on the dashboard to remove all applied filters.

Can I save my filter configurations?
Filter states persist during your session. For permanently saved views, consider creating custom dashboards. 

Contact Us

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