Per-User Persistent Date Ranges And Filters

In this episode of KeyConnectAI: The Revenue Playbook we cover a product update in KeyConnect AI CRM that makes dashboards and custom reports far more reliable and user-friendly. New per-user persistence keeps your chosen date ranges and dropdown filters saved across sessions, and you can now set manual comparison date ranges from dashboards or within custom reports. Widget-level comparison settings can override dashboard defaults so each metric compares exactly how you need. Reports imported from dashboards inherit date ranges and pipeline filters, preserving the context you built. These changes save time, prevent accidental report drift, and ensure marketers, agencies, and business teams have consistent, trustworthy metrics for better decision-making. Learn more about KeyConnect AI CRM at https://keyconnectai.com/