Date Filtering
Use date filters to view dashboard data for any time period.
Filter Options
| Option | Date Range |
|---|---|
| Today | Current day only |
| This Week | Monday to Sunday of current week |
| This Month | 1st to last day of current month |
| This Quarter | First day of quarter to today |
| Custom | Any start/end dates you choose |
How to Use
- Click the date filter button at the top of the dashboard
- Select a preset or click “Custom”
- For custom: pick start and end dates
- Click “Apply” to update all dashboard sections
What Updates
All dashboard sections respond to the date filter:
- Main metrics row
- Trend charts
- Revenue metrics
- Team goals scoreboard
- Leaderboard
- Top campaigns
- Activity feed
Target Comparisons
When viewing partial months:
- Targets are pro-rated automatically
- Example: If viewing 15 days of a 30-day month, targets show at 50%
- A banner shows how the selection compares to monthly targets
URL Persistence
Your filter selection is saved in the URL:
?period=custom&from=2025-01-01&to=2025-01-15Benefits:
- Share filtered views with teammates
- Bookmark specific date ranges
- Browser back button preserves filters
Tips
- Daily check: Use “Today” for quick status
- Weekly reviews: Use “This Week” for pipeline meetings
- Monthly reports: Use “This Month” for full picture
- QBRs: Use “This Quarter” for quarterly reviews
- Custom analysis: Use custom ranges for specific comparisons