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You can edit the dashboard settings to change the data in the Members, Service and Project, and Procurement and Finance sections of the Pivotal Crew - Quarterly Proactive Audit dashboard. Edit the settings with the following steps: 

1. On the Pivotal Crew App - Welcome Page, go to Settings > Pivotal Crew Settings. 
   
2. To exclude members, go to the Member Filter section in the Beta - Pivotal Crew - Settings tab, and select the Member ID and Work Role that will be excluded from the results in the Members section on the dashboard..  
   
3. To exclude companies from the results in the Service and Project (except for board name and status) sections, go to Company Filter and select the Type, Board Name, and Status of the company for exclusion. 
   
4. Lastly, to exclude products from the results in the Procurement and Finance sections, go to Product Filter and select the Product ID. 
   
   
5. Click Submit to apply the settings.
6. Verify the results in the Pivotal Crew - Quarterly Proactive Audit dashboard. Check if the widgets show the desired values. 

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Applying filters to specific widgets 

Do the following to filter data on a specific widget only: 

1. Select the widget where you want to apply filters. 
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2. When the window with the widget's table opens, click the view options button and select Filter.
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   For example, if you want the widget to exclude data from Company A, remove the selection for it. 
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3. Click OK and close the widget window.