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Date range filtering gives you precise control over which time period your dashboard data reflects. The HoopAI platform provides multiple layers of date filtering — a global time frame selector that affects all widgets at once, per-widget date range overrides for granular control, and a dedicated date property selector for opportunity data.

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Global time frame selector

The global time frame selector appears at the top of every dashboard and applies to all widgets simultaneously. Changing it updates every compatible widget in real time without requiring any edits to individual widget settings. To use it:
  1. Navigate to your dashboard
  2. Click the time frame selector at the top of the page (it displays the current date range, such as “Last 30 days” or a custom range)
  3. Choose a preset range or define a custom date range using the calendar picker
  4. All widgets on the dashboard refresh automatically to show data within the selected period

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Available preset ranges

PresetPeriod covered
TodayCurrent calendar day
YesterdayPrevious calendar day
Last 7 daysRolling 7-day window ending today
Last 30 daysRolling 30-day window ending today
This monthFirst day of the current month to today
Last monthFull previous calendar month
This quarterCurrent calendar quarter
Last quarterPrevious calendar quarter
This yearJanuary 1 to today
Last yearFull previous calendar year
Custom rangeAny start and end date you specify
The global time frame selector affects only widgets that use the dashboard’s default date range. Widgets with a Date Range Override applied will not change when you adjust the global selector.

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Per-widget date range overrides

You can configure any individual widget to use a different date range than the global time frame selector. This is useful when you want most widgets to show “this month” data while keeping a specific widget pinned to “last 30 days” or a custom range regardless of what the global selector is set to. To set a widget-level date range override:
1

Enter edit mode

Click the pencil icon on your dashboard to enter edit mode.
2

Open the widget editor

Click the three dots on the widget you want to configure and select Edit.
3

Set the override

In the Configure tab, locate the Date Range Override setting. Select the specific date range you want this widget to always display.
4

Save

Click Save to apply the override, then click Save Changes to finalize.
A widget with an active Date Range Override displays data for its own fixed period regardless of the global time frame selection. This is useful for side-by-side comparisons — for example, placing a “this month” widget next to a “last month” widget to compare performance.

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Comparison date ranges

Widgets can display a comparison period alongside the primary date range. When a comparison is enabled, the widget shows both the current period’s value and the previous period’s value, along with a percentage change indicator. To add a comparison date range to a widget:
  1. Open the widget editor and go to the Configure tab
  2. Find the Comparison Date Range field
  3. Select the comparison period (for example, “Previous period” or “Same period last year”)
  4. Save the widget
The comparison delta appears as a colored indicator — green for improvement, red for decline — making it easy to spot trends at a glance.

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Opportunity date property filter

Opportunity widgets include an additional filter that lets you choose which date property is used to determine when an opportunity “falls” within a date range. The three options are:
Date propertyWhat it filters on
Created onThe date the opportunity record was created
Updated onThe date the opportunity was last modified
Status changeThe date the opportunity status last changed (opened, won, or lost)
This distinction matters when analyzing pipeline performance. For example, selecting Status change ensures that a “won opportunities” widget only counts deals that were marked as won during the selected period — not all opportunities ever created. To change the date property for an opportunity widget:
  1. Enter edit mode and open the widget editor
  2. In the Configure tab, find the Date Property field
  3. Select the property that best matches your reporting goal
  4. Save the widget

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Time zone considerations

All date range calculations use the time zone configured for your dashboard. To verify or change the time zone:
  1. Click the three dots in the top-right corner of the dashboard
  2. Select “Manage Dashboard Time Zone”
  3. Choose between your personal time zone and the account’s default location time zone
If your team is spread across multiple time zones, set the dashboard time zone to match the time zone where your business operates to ensure consistent reporting across all users.

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Frequently asked questions

Widgets with a Date Range Override set will not respond to the global time frame selector. Open those widgets in edit mode and clear the Date Range Override if you want them to follow the global setting.
The global time frame selection is saved per user within your browser session. There is no account-wide saved default for custom date ranges, but you can set individual widgets to always use a fixed range via the Date Range Override.
The global date range and Quick Filter date ranges are separate settings. If you apply a date range through both mechanisms, both conditions apply using AND logic — meaning only data matching both date ranges will appear.
Set the global date range to “This month,” then enable the Comparison Date Range setting on individual widgets and set it to “Previous period.” This shows both the current and prior month values side by side within each widget.
Last modified on March 5, 2026