Before You Begin
Ensure you have access to dashboard settings in your CRM instance.
Identify the specific dashboard where you want to set the default date range.
Steps
Navigate to Your Dashboard: Go to the dashboard where you want to set the default date range.
Access Dashboard Settings: Click on "Dashboard Settings" or look for the settings gear icon on your dashboard.
Enable Default Date Setting: In the dashboard settings, locate the default date option and make sure it is turned on.
Set Your Date Range: Use the date field to configure your preferred default date range (such as "Last 30 days", "Last 14 days", or "Last 7 days").
Save Changes: Click Save to apply your default date range settings to the dashboard.
Verification / Expected Result
After setting the default date range:
The dashboard will load with your specified default date range when first accessed
New users accessing the dashboard will see the appropriate timeframe instead of future dates
The date setting applies only to this specific dashboard, allowing you to customize different dashboards with different default ranges
Troubleshooting / Common Errors
Dashboard still showing 2025 dates: Verify that you enabled the default date setting and saved your changes. The setting must be both turned on and configured with the appropriate date range.
Date changes affecting all dashboards: Each dashboard has its own settings. Make sure you're configuring the default date for the specific dashboard you want to modify, not applying a global filter.
💡 Tip: You can set different default date ranges for different dashboards based on their purpose (e.g., last 30 days for overview dashboards, last 7 days for daily activity dashboards).