Configure and filter general widgets on dashboards

General widgets on a dashboard are now editable. In edit mode, hover a general widget and select Edit from its three-dot menu to rename it in the Configure tab, set a date range override under Advanced Settings, and apply a visual theme in the Themes tab. It is the same editing menu used for custom widgets (see Customize a dashboard widget), and filters you add in the Conditions tab persist every time the dashboard opens.

Conditions permanently filter a widget on fields such as assigned user, tags, source, lead value, custom fields, and attribution, with the available fields varying by widget type and the module it belongs to. Setting the assigned user to the logged-in user means every team member sees only their own numbers on the dashboard. The widget face now shows the date property and date range it calculates on, and comparison mode can display the current period against last year or the previous period directly on the widget.

Two things to keep in mind: Pipeline is available as a runtime filter on the widget face and is not part of Conditions, and general widgets do not currently respond to dashboard-level Quick Filters (see Use quick filters on dashboards).