Dashboard Filtering Playbook

Step 1 — Set the right date window

1. Choose a window that includes your last major script change.
2. Use the same window when comparing before/after outcomes.
3. Avoid mixing weekdays and weekend behavior in short tests.

Step 2 — Switch from All bots to one bot

1. Check “All bots” first for total health.
2. Select one bot to confirm if drop is localized.
3. If one bot is weak, open Bots and Bot Configuration for that bot.

Step 3 — Log one clear finding

Write one sentence: scope, period, and main KPI impact. This keeps team decisions aligned.

Common mistakes

• Comparing two periods with different lengths.
• Leaving old bot selection active and forgetting it.
• Interpreting no recent sales as platform outage without bot-level check.
• Using too many micro windows in one day.