Dashboard Performance Tips

Avoid: Internet Explorer (not supported)

Cached data can slow performance or cause display issues. How often: Monthly or when experiencing issues How: Settings > Privacy > Clear browsing data

Keep browser updated to latest version for security and performance.

Each open tab uses memory. Close tabs you're not using.

Loading full dataset then filtering is slower than filtering first.

Slow: Load dashboard → Wait → Apply filters Fast: Apply filters → Load filtered dashboard

Don't load "All Time" if you only need recent data. Limit to relevant date range (Last Quarter, Last Year).

If running large data refreshes, do during off-peak hours (early morning, late evening).

Apply major filters first (Wealth Segment, Age Range), then refine.

Don't recreate the same filters repeatedly. Save as "Favorite View" or "Saved Filter Set."

Leaving too many active filters can slow subsequent operations. Click "Clear All Filters" when starting new analysis.

Multiple filters with AND logic drastically reduce dataset. Be intentional about combinations.

Only export what you need to reduce file size and processing time.

Large exports require stable internet. Don't attempt on weak WiFi.

Select specific columns rather than "Export All" for faster processing.

Learn shortcuts for common actions (if available):

Bookmark URLs of common filter combinations for quick access.

Set up automated exports/reports rather than manually generating each time.

Mobile works for quick checks, but use desktop for deep analysis and heavy filtering.

Keep your CRM sync current to ensure fresh data. Frequency: Weekly or after major CRM changes.

Remove or archive inactive contacts to keep dashboard lean.

Duplicates slow performance and skew counts. Regularly check for and merge duplicates.

If dashboard is slow:

If exports fail:

✅ Use recommended browsers (Chrome, Firefox)

✅ Clear cache monthly

✅ Apply filters before loading large datasets

✅ Save common filter sets

✅ Export only what you need

✅ Keep data updated and deduplicated

✅ Use desktop for heavy analysis

❌ Don't use outdated browsers

❌ Don't load "All Time" data unnecessarily

❌ Don't export full database when you need a subset

❌ Don't leave dozens of tabs open

❌ Don't ignore duplicate records