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The Pinnacle Perspective: Pinnacle AI CRM Updates

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The Pinnacle Perspective: Pinnacle AI CRM Updates

Per-User Saved Date Ranges And Filters For Dashboards And Reports

March 18, 2026

0:00 | 1:39

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In this episode of The Pinnacle Perspective... we explain a small but powerful update: dashboards and custom reports in Pinnacle AI CRM now remember each user's date ranges and filter selections. Your chosen dashboard date range, comparison period, and dropdown filters persist across sessions and carry into imported custom reports, while any widget-level date comparisons override dashboard settings. That means fewer repeated adjustments, consistent exports and emailed snapshots, and more reliable historical reporting. The change saves time and reduces confusion for businesses, marketers, agencies, and sales teams who depend on accurate, repeatable analytics for campaign performance and pipeline management. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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