Viewing Data in the Sales Dashboard
When you view data in the Sales Dashboard, you can customize the data you see using the following methods, regardless of the tab you are viewing:
Date Range
Use this drop-down to select the date range you want to view. See
Date Range Options for your choices. The default is set in the
Sales Dashboard Preferences window.
Date
Use the start and end date fields to set a custom date range. These fields are hidden until you select the Custom date range or select the show/hide date button. If you change the dates, the Date Range field will automatically change to Custom.
Data Size
Use this drop-down to select the way you want your data grouped. See
Data Size Options for your choices. The default is set in the
Sales Dashboard Preferences window.
Apply button
Select this button to apply the selected filter, sort settings, or to update data.
Published date: 10/23/2019