Filtering & Sorting: Surgical Analysis

Find the Signal in the Noise

Aggregate totals like “Total Engagements: 10,000” are useful for a quick pulse, but real insight comes from segmentation. Did today outperform yesterday? Which campaign is winning? When is your busiest hour? The Analytics dashboard in Ultimate Spin Wheel gives you a filter bar to narrow the view, and every chart and export respects the filters you set. This guide documents exactly what is filterable in the free plugin and what unlocks with Pro.

The Filter Bar

On the Analytics screen, the filter bar lives inside the “Analytics Command” panel and is open by default. Click the panel header to collapse or re-expand it. On the Leads screen the filter panel is labelled “Always Open” and stays visible at all times. Both screens send their filters to the same server report engine, so the numbers stay consistent.

Quick Date Presets

A row of one-click date presets sits at the top of the filter bar. Two are available in the free plugin; the rest are Pro:

• Today (free): a real-time pulse check for the current day.
• Yesterday (free): the previous day’s numbers for a quick post-game look.
• Last 7 Days (Pro): the standard rolling weekly view.
• Last 30 Days (Pro): the rolling monthly view.
• This Month (Pro): from the first of the current month to today.
• Last Month (Pro): the whole of the previous calendar month.

Pro presets appear with a “PRO” badge and stay locked until the Pro add-on is active.

Custom Date Range (Pro)

Below the presets is a calendar range picker for choosing an exact start and end date (for example Nov 24 to Nov 28 for a Black Friday window). The custom date range picker is a Pro feature — in the free plugin the field is shown but disabled, labelled “Date Range (Pro Feature)”. Free users get whole-day filtering through the Today and Yesterday presets.

Campaign Selector (Pro)

The “Campaign Source” dropdown isolates a single campaign so the entire dashboard — KPI cards, trend line, prize pie, and every other chart — reloads to show data for just that wheel. This is a Pro feature; on the free plugin the dropdown is disabled and the report always covers All Campaigns. Use it (with Pro) to debug: if your overall win rate drops, isolate each campaign to find the outlier dragging down the average.

Leads View: Search, Pipeline Stages & Filters

The Leads screen adds two things on top of the same date and campaign filters:

• Search (free): a text box that matches name, email, or phone.
• Pipeline stage tabs (free): a row of tabs that filter leads by their CRM stage — All, New, Follow-up, Purchased, Archived, and Trash. These stage names come from your global settings, so your list may differ. This is a lead-management pipeline, not a win/lose outcome switch — there is no “Won / Lost / Redeemed” filter in the Leads table.

As on Analytics, the campaign dropdown and the custom date range on the Leads screen are Pro; search and the pipeline tabs work in the free plugin.

How the Data Is Ordered

The dashboard does not use manually sortable, click-to-reorder column headers. Instead the server returns each dataset already ordered in the most useful way, so there is nothing to configure:

• Campaign and prize breakdowns are ranked by volume, highest first, and capped at the top entries (top 10 campaigns and prizes, top 5 coupons).
• Recent Activity is ordered newest first.
• Time-series charts (last-30-days trend, hourly pattern, day-of-week pattern, weekly pattern, monthly trends) are ordered chronologically.

To re-rank the data, change the filters (date range or campaign) rather than clicking a header — the whole report recalculates for the segment you choose.

Comparison Scenarios (How-To)

Scenario A: The Weekend-Spike Hunt

Question: do I get more engagement on weekends?

1. Scroll to the Day-of-Week Engagement Pattern chart (built from the last 30 days).
2. Compare the Saturday and Sunday bars against weekdays. The dashboard also surfaces a Best Day insight tile that names your strongest weekday automatically.
3. Insight: if weekends dominate, schedule your email blasts and promotions for those days.

Scenario B: The Under-Performing Campaign Check

Question: is my new campaign converting?

1. With Pro active, select the campaign in the Campaign Source dropdown. (On free, compare it in the “Engagements by Campaign” chart instead.)
2. Read the Engagements, Leads, and Conversion Rate KPI cards. Conversion Rate here is winners divided by total engagements (spins).
3. Result: if engagements are healthy but leads are near zero, people are spinning without submitting the form — revisit your form fields or headline. Remember: the analytics measure actual engagements (spins), not raw popup impressions.

Scenario C: The Prize-Giveaway Check

Question: am I giving away one prize too often?

1. Set a date preset (for example Today, or Last 7 Days with Pro).
2. Look at the Prize Distribution chart and the Top Coupons list.
3. Result: if one prize dominates the pie, open that campaign’s Coupons tab and lower its probability, or cap it with a limited Unique Pool of codes so it runs out on its own.

Frequently Asked Questions

Do my filters apply to the PDF export?

Yes. The Export PDF button on the Analytics screen builds the report from whatever date range and campaign are currently active, and the PDF header prints the campaign name and period it covers. Filter to one campaign, export, and you get a report scoped to that campaign for a specific stakeholder. (The Leads screen has its own CSV export, which likewise respects the search, stage, campaign, and date filters in effect.)

Can I save a filter preset?

No. Filters live in the page state only, so reloading the Analytics screen clears them and returns you to the default All-Time, All-Campaigns view. This is intentional — it avoids the trap of unknowingly reading a stale, narrow slice of data.

Why does a chart look empty after I filter?

If you filter to a range with no recorded activity, the charts have nothing to plot and render flat or empty. That is expected — widen the date range or clear the filter with the Reset button to bring the data back.

Why is the date range disabled on my site?

The custom date-range picker, the Last 7 / Last 30 / This Month / Last Month presets, and the campaign selector are Pro features. On the free plugin they appear with a “PRO” badge and stay locked; you can still filter to Today or Yesterday.

Related Documentation

• Dashboard Overview: A tour of every KPI card, chart, and insight tile on the Analytics screen.
• Win Probabilities: How prize odds are drawn and how to rebalance a prize that wins too often.
• Prize & Coupon Configuration: Static codes, Unique Pools, and capping fulfilment.

Conclusion

Filtering turns a generic dashboard into a focused instrument: pick a date preset, isolate a campaign (Pro), or narrow the Leads list by stage, and every chart, insight, and export recalculates for that segment. Free plans get Today/Yesterday filtering, search, and pipeline stages; Pro adds the full date range, custom periods, and per-campaign reporting. If you need help, visit the wowDevs support center.