Table of Contents:
- Gem Admins: How to Create and Manage Custom Groupings
- Gem Users: How to Use Custom Groupings as a Gem User
You can even create Custom Groupings for Race/Ethnicity, Gender, and Race/Ethnicity x Gender.
Gem Users: How to Use Custom Groupings
Dashboard widget filter
Dashboard widget by group
Pipeline Analytics for filter, group by, breakdown byPipeline Analytics filter
Pipeline Analytics group by
Pipeline Analytics breakdown by
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at email@example.com.