What is a saved view?
A saved view is a filter you name and keep, so a useful way of looking at your data is always at hand.
It is a small productivity multiplier: the difference between rebuilding a filter every day and clicking a saved view.
Short answer
A saved view is a named, reusable filter and layout in a CRM - a defined set of records with chosen columns and sorting you can return to or share. Saved views like "my open deals" or "stalled accounts" make finding the right records one click away instead of rebuilding a filter each time. They turn ad-hoc filtering into a consistent, shareable way to work.
Key takeaways
- A named, reusable filter and layout of records.
- Includes chosen columns and sorting, not just criteria.
- Makes finding records one click instead of a rebuild.
- Can be shared for consistent team workflows.
Why it matters
Reps look at the same slices of data constantly - their open deals, stalled accounts, this week's tasks. Saved views make those one click away and consistent across the team, turning repetitive filtering into a fast, shared way of working.
How Ardovo handles it
Ardovo lets you save and share named views with filters, columns, and sorting, and Rook surfaces the views you use most. Finding the right records is instant and consistent, so reps and managers work from the same reliable slices of data.
Frequently asked questions
What does a saved view include?
The filter criteria that select records, plus the chosen columns, sorting, and layout - so it captures both which records to show and how to display them. That makes a saved view a complete, reusable way of looking at a slice of your data, not just a set of filter conditions.
How is a saved view different from a segment?
They overlap. A segment is a defined group of records, often for targeting. A saved view is a reusable filter and layout for working with records day to day. A view can display a segment; the emphasis differs - segments for targeting, views for finding and working records.
Why use saved views?
Because reps look at the same slices of data repeatedly - open deals, stalled accounts, this week's tasks - and rebuilding those filters each time wastes effort. Saved views make them one click away and shareable, turning repetitive filtering into a fast, consistent workflow across the team.