Global Filter (Limited Release

The global filter in our new SmartBar dashboard is now located in the upper-left area of the home page.

Note: The layout and behavior of filters will be further refined and updated by the end of Q1 2026. At final release, all filters will function as expected and be organized more intuitively.

Click "Filters" to expand the menu
Filter by:
- Date: select the date range to view data
- Financial Weeks
  - "Financial Week" = Monday through Sunday
  - Toggle ON to see previous 4 financial weeks
  - Toggle OFF to see exact dates set in date range filter
- Hide Days w/ Exceptions
- Product Type: Draft, Package, Wine, Liquor
- Units: Ounces, Units, Kegs, Liters

Screenshot 2025-12-08 125822

Saved filters will be pinned at the top of the home page, making it easier to confirm which filters are applied without reopening the filter menu.

New account selector at the top

If there are multiple bars, bars dropdown will appear
If there are no bars, dropdown will be hidden
Bar filter will influence the home page by end of Q1 2026

Global Filter (Limited Release - New Dashboard)

The new SmartBar global filter allows the data to be sliced and diced to get more detailed reporting. Access to data is determined by your specific job title and areas of responsibility

New account selector at the top