---
title: Filtering Dashboards by Segment
description: "See any dashboard through the eyes of one audience: your members, your locals, your large donors."
---

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# Filtering Dashboards by Segment

## See any dashboard through the lens of an audience: members, locals, large donors, etc.

### What this does

A dashboard shows everyone. A segment is a group of people you've defined. Put the two together and the dashboard shows the figures for just the people in that segment.

Take your weekly show health report. Filter it by a segment of people who live within 50 miles of your venue, and every chart and number on the page covers those people only.

It also works the other way. From a segment, you can open it in a dashboard to see how that audience behaves.

### Questions it answers

- **Which shows are my members booking?** Filter a sales dashboard by your members segment.
- **Do locals book different shows from people who travel in?** Run the same dashboard with a local segment, then with a segment of people from further away, and compare.
- **How are my large donors behaving?** Filter by a segment of your top donors and see what they book.
- **Where are my new customers coming from?** Filter by a segment of first-time buyers and look at where they live.

### Filter a dashboard by segment

1. Open the dashboard.
2. Choose a segment from the ones you've built.
3. Wait while Encore Pro runs the segment. The dashboard then updates to show only the people in it.

Every chart on the dashboard follows the segment, and you can combine it with the other dashboard filters. See *Filtering and Exploring Dashboards*.

To go back to everyone, remove the segment.

### Open a segment in a dashboard

If you're already looking at a segment, you can jump the other way. Open the segment, and choose a dashboard to view it in. You'll see that dashboard filtered to the people in the segment.

Use this when you've just built a segment and want to know what it looks like before you email it. For the number of people it reaches, see *Segments*.

### Good to know

- **The segment runs when you pick it.** Expect a short wait before the dashboard updates, longer for large or complicated segments.
- **The dashboard shows people in the segment right now.** If your segment is built from rules, who's in it changes as people buy, and so will the dashboard.
- **The filter changes what you see, not the dashboard itself.** Other people who open the dashboard aren't affected by the segment you picked.

### Tips

- Build a segment for each question you find yourself asking more than once: members, locals, large donors, first-time buyers.
- Pair a segment with a dashboard built for the question. A show health dashboard filtered to members answers a different question than a donations dashboard filtered to the same people.
- Name segments so anyone can pick the right one without opening it. "Members, active" beats "Segment 7."

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