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Per-User Saved Date Ranges And Filters For Dashboards And Reports
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In this episode of The Pinnacle Perspective... we explain a small but powerful update: dashboards and custom reports in Pinnacle AI CRM now remember each user's date ranges and filter selections. Your chosen dashboard date range, comparison period, and dropdown filters persist across sessions and carry into imported custom reports, while any widget-level date comparisons override dashboard settings. That means fewer repeated adjustments, consistent exports and emailed snapshots, and more reliable historical reporting. The change saves time and reduces confusion for businesses, marketers, agencies, and sales teams who depend on accurate, repeatable analytics for campaign performance and pipeline management. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
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• Facebook: Engage with entrepreneurs transforming their businesses
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Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
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By Pinnacle AI Software & ServicesSend us Fan Mail
In this episode of The Pinnacle Perspective... we explain a small but powerful update: dashboards and custom reports in Pinnacle AI CRM now remember each user's date ranges and filter selections. Your chosen dashboard date range, comparison period, and dropdown filters persist across sessions and carry into imported custom reports, while any widget-level date comparisons override dashboard settings. That means fewer repeated adjustments, consistent exports and emailed snapshots, and more reliable historical reporting. The change saves time and reduces confusion for businesses, marketers, agencies, and sales teams who depend on accurate, repeatable analytics for campaign performance and pipeline management. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
• TikTok: Explore quick tips on productivity and automation
Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.