Set Initial Global Filters in the Dashboard

If the CRM Analytics dashboard contains global filters, you can set the initial filters that are applied when the dashboard first opens. If a global filter is unlocked, the dashboard viewer can change the filter while viewing the dashboard. Global filters apply to all queries in the dashboard unless a query is configured to ignore these filters.

1. While editing a dashboard, select a global filter, and then click Pick Initial Values (1).
   
2. Choose the initial filter value for each global filter, then click Apply.
3. Click Done, and save the dashboard.