Release Date: 27 March 2026
We have introduced a new enhancement in the Dashboard module under Pipeline Dashboard. A new Branch filter has been added to the Master Report, allowing users to view complete deal card details for selected branches.
Use Case: This enhancement helps agencies quickly filter pipeline reports branch-wise, making it easier to analyze data and access branch-specific deal card details for better tracking and reporting.
Note: This feature applies only to Epic Agency.
To view the Enhancement:
- Navigate to Dashboard.
- From the Dashboard dropdown, select Pipeline Dashboard.
- You are redirected to the Pipeline. Dashboard page.
- From the Pipeline Dashboard dropdown, select Master Report.
- The Master Report page appears.
- Click Add Filter.
- A Select Filter box appears, as shown below.
- As shown below, a new Branch filter has been added.
- From the Select Filter dropdown, select Branch.
- Select one or multiple branches from the dropdown list.
- Click ApplyÂ
Note:Â Use Select All to choose all branches at once, or Clear All to remove selections.
- As shown below, Deal Names are displayed based on the selected branches.
- You also have the option to download or save to Reports.
- Click on the preferred Deal Name to view the complete details of the deal card (e.g., Ascend Test)
- The Branch associated with the selected pipeline card is displayed under the General section of the deal card.
Note: To display branch data in the report table, the Branch option has also been selected and applied under the Select Table Column.
