A single filter rather than a filter per chart. Choosing a role resolves that role's member ids from the roster and sends them with the request; choosing a person sends just that id. The roster used to build the options is captured from the first unfiltered response, so narrowing to one rep does not shrink the picker to that one rep.
Also called: filter analytics by rep · filter by role · just show my numbers
- 1Options are built from the roster of people the caller is allowed to see.
- 2Role groups map to ids at request time — 'Sales reps' means everyone whose role is sales right now.
- 3The whole view re-fetches, so KPIs, funnel, dwell, throughput, heatmap and leaderboard all reflect the same filter.
- 4The server intersects whatever is requested with what the caller may see, so the filter can never widen access.
The component comment states the intent: 'The whole view (KPIs, funnel, dwell, throughput, heatmap, leaderboard) reflects this single fetch, so the filter is applied globally.' The roster capture exists because filtering narrowed visibleUsers downstream and the picker would otherwise collapse to the selected person after one use.
- Per-chart filters let the page show a mix of scopes at once.
- Selecting a rep used to strip the other reps out of the picker.
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