Persistent Date Ranges And Filters For Dashboards & Reports

In this episode of KeyConnectAI: The Revenue Playbook we cover persistent date ranges and filter selections in KeyConnect AI CRM — a change that keeps your dashboard and custom report settings tied to your user account until you change them. You can also set comparison date ranges directly from dashboards or the custom report builder, and widget-level date comparisons will override dashboard settings when explicitly configured. When importing a dashboard into a custom report, its date and pipeline choices carry over automatically. For businesses, marketers, and agencies this means more consistent analytics, fewer manual resets, reliable shared snapshots, and faster, less error-prone reporting. Learn more about KeyConnect AI CRM at https://keyconnectai.com/