If you’re in sales ops, a revenue leader, or just the “data person” on your team, you know the pain: tons of numbers, not enough clarity. You want insights, not just dashboards. This guide is for anyone who wants to cut through the noise and actually use Atriumhq to segment and filter data in a way that leads to real decisions—no fluff, no vague “optimization.” Just steps that work.
1. Get Clear on What You’re Looking For
Before you even log in, spend 5 minutes jotting down what you actually want to know. Sounds obvious, but it makes everything downstream a lot less painful.
- Are you trying to spot underperforming reps?
- Do you need to find leads that are stalling in the pipeline?
- Is your boss obsessed with conversion rates by industry?
If you can’t say what you want in a sentence, filtering will just turn into busywork. Write down 1-2 questions you want answered. Keep them specific.
Pro tip: If you’re new to the data or the team, ask someone, “What’s the one thing you wish you could see in our numbers?” Start there.
2. Know What Data You Have (and What’s Garbage)
Atriumhq pulls in a lot: emails, meetings, pipeline metrics, pretty charts. But not all the data is equally good. Before you filter anything, poke around:
- Check what’s accurate. That “last activity” field? Sometimes it’s just a calendar spam invite.
- Look for missing or weird values. Blank fields or “NULL” can mess with your filters.
- Ask how things are tracked. If “industry” is a free-text field, filtering by it is a nightmare.
Don’t assume every field is gold just because it’s there. If a number looks off, follow the trail. Garbage in, garbage out.
3. Segmenting vs. Filtering: Don’t Mix Them Up
A quick reality check:
- Filtering = narrowing down your data to see a slice (e.g., “show me deals over $20k”).
- Segmenting = grouping your data to compare (e.g., “show me conversion rates by region”).
In Atriumhq, you’ll use filters for the first, “group by” or “segment by” options for the second. Mixing these up leads to confusion and bad charts.
4. How to Filter Data in Atriumhq
Here’s how to actually do it, step by step.
Step 1: Navigate to the Right Report
- Open Atriumhq and go to the dashboard or report that matches your question (pipeline, activity, etc.).
- If there’s no prebuilt report, start with a custom one.
Step 2: Find the Filter Controls
- Look for “Filter” or funnel icons—typically at the top or left of the report.
- Common filter options: owner (rep), date range, deal stage, region, account type.
Step 3: Apply Your Filters
- Select the filters that matter for your question. Don’t go nuts—start with 1-2.
- Each filter stacks, so you can combine them (e.g., “Deals in Q2” + “Owned by Sarah”).
- Hit “Apply” or whatever button makes the data update.
What works:
- Filtering by date is reliable—most sales data is timestamped.
- Filtering by owner is easy, unless your team changes a lot.
- Filtering by stage works if your team actually updates deal stages.
What’s flaky:
- Filtering by fields that aren’t used consistently (like “custom tags”).
- Trying to filter by free-text fields (no standardization, messy results).
Ignore:
- Filters you don’t understand. Don’t guess—ask someone or check your CRM setup.
5. How to Segment Data in Atriumhq
Now, let’s actually break things down to spot patterns.
Step 1: Use the “Group By” or “Segment By” Option
- Most Atriumhq reports have a “Group by” dropdown. Click it.
- Choose the field you want (e.g., rep, region, industry, deal size bucket).
Step 2: Make Sure It’s Clean
- If your “industry” field has 10 ways to say “Software,” your segmenting will be junk.
- Check the results—do the groups make sense? If not, clean your data or pick a different field.
Step 3: Compare Across Segments
- Look for outliers. Who’s beating the average? Who’s dragging it down?
- Watch for segments with tiny sample sizes (e.g., “APAC” with 2 deals)—ignore those.
What works:
- Segmenting by rep or team to spot coaching needs.
- Segmenting by deal size to see where deals get stuck.
What’s overrated:
- Segmenting by every custom field. More isn’t always better.
- Endless slicing with no action—pick a few segments that actually drive decisions.
6. Combining Filters and Segments for Deeper Insights
Here’s where things get useful: use filters to narrow your data, then segment what’s left.
Example:
- Filter for “Enterprise deals” in Q1.
- Segment by rep to see who’s actually closing them.
You can also flip it: - Segment all deals by industry, then filter to just lost deals. What patterns show up?
Pro tip:
Don’t overcomplicate it. If you apply six filters and three segments, your findings will be too narrow to matter.
7. Save and Share Views (or Don’t)
You can usually save filtered/segmented views in Atriumhq for reuse or sharing.
- If you find something you’ll check every week, save it.
- If it’s a one-off, don’t bother—just screenshot or download.
Watch out:
- Saved views can get messy. Name them clearly (“Q2 Pipeline by Rep,” not “Test1”).
- If your team changes filters and overwrites a view, you could lose your setup.
8. Pitfalls and What to Watch Out For
Even smart people screw this up. Here’s what trips folks up most:
- Forgetting the source of truth. Atriumhq is only as good as your CRM data. If reps aren’t updating stuff, your analysis is toast.
- Tiny sample sizes. Drawing big conclusions from small numbers is how bad decisions happen.
- Over-filtering. If you slice too thin, you’ll miss the big picture.
- Chasing anomalies. Outliers happen—don’t reorganize your team because of one weird month.
9. Practical Tips and Shortcuts
- Export your filtered/segmented data to Excel or Sheets if you need to dig deeper or find Atriumhq’s charts too limiting.
- Set calendar reminders to review saved views, or they’ll just rot.
- If you’re unsure about a field, hover for tooltips or check documentation—Atriumhq isn’t always clear about field definitions.
- Ask your team for feedback: “Does this report match what you see day-to-day?”
10. Iterate, Don’t Overthink
The first time you segment and filter, it’ll feel a bit clunky. That’s normal. The trick is to keep your questions clear, your filters simple, and your segments meaningful. Don’t try to build the perfect dashboard on day one. Get to something useful, share it, and adjust as you go.
There’s no magic formula. Keep it simple, stay skeptical of weird results, and focus on what helps your team take action. That’s where the real insights come from.
Now go on—get your hands dirty, and don’t let “analysis paralysis” get in the way of actually using your data.