Overview: CRM Dashboards now include additional time range options: This Year, This Month, and This Week, allowing better alignment with business reporting periods.
Updates:
Previously, only backward-looking time ranges were available (e.g., "Within a Year").
Now, users can set graphs to display data from January 1st of the current year, the start of the current month, or the start of the current week.
Benefits:
Better Business Alignment: Aligns CRM reporting with calendar-based business tracking.
Increased Flexibility: Provides more options for viewing and analyzing data.
How It Works?
Navigate to a CRM Dashboard and click the three dot menu on a graph widget.
Open Settings and go to the Dashboard tab.
Find the Expected Closing field and choose This Year, This Month, or This Week.
The graph updates to reflect the selected time range.