On the Deals index page, when a user changes the Pipeline filter using the main dropdown menu, that selection overrides the default pipeline filter applied to all other saved index views.
For example, if a user is viewing a saved view such as “Open Deals – Marketing Pipeline” and switches the main dropdown to “Sales Pipeline,” every other saved view temporarily updates to show Sales Pipeline data as well.
This creates several issues:
- Inaccurate Metrics: Saved views no longer reflect the pipeline criteria they were created for, causing users to see misleading data at a glance.
- Workflow Disruption: Users must repeatedly reset the pipeline filter on each saved view, which slows down reporting and makes it harder to monitor metrics across different teams or segments.
Please provide a way to disable or remove the “All Pipeline” and “Metrics” buttons from the interface so they can not be modified by users. A more intuitive experience would allow saved views to retain their own pipeline filters, even if a user adjusts the primary dropdown elsewhere.
