Using the Date Range and Currency Filters

The Dashboard has two main filters in the top right corner that control what data you see. Understanding how to use them helps you get exactly the view you need.

The Date Range Filter

The date range determines which time period the Dashboard analyzes.

Available Options

For now, the Dashboard uses a single fixed date range:

• Last 12 Months — a rolling 12-month window ending today

Other ranges (Last 30 days, Last 90 days, custom dates) are on the roadmap and will return as selectable options in a future update.

Default Setting

The Dashboard uses Last 12 Months.

How It Affects the Dashboard

The date range applies to:

• Business Health Summary (including the Overall Status bar and Sustainability Meter)

• KPI cards (Total Payouts, Total Income, Total Expenses, Net Business P&L)

• Avg. Payout Size and Avg. Monthly Cost

• Module summaries — Activity counts for the period

• Recent activity — Events within the period

Two sections do not follow this filter:

• The Yearly P&L Calendar, which always shows a full calendar year at a time, controlled by its own separate Year selector.

• The two trend charts (Monthly Net P&L graph and Money In vs Money Out chart), which follow that same Year selector as the calendar, not the Last 12 Months filter. They show January through the current month of whichever year you've selected. This is intentional — a month-by-month chart sliced by a rolling day count wouldn't give you much to look at, so these three views (calendar, both charts) move together on the year control instead.

The Currency Filter

Unlike the date range, the currency setting doesn't just change your view, it controls the single currency every number on your Dashboard is converted into and displayed as.

How Conversion Works

If you have activity in more than one currency (say, a challenge paid in GBP and a payout received in EUR, alongside your everyday USD transactions), every KPI card converts each entry into your chosen display currency using the exchange rate, then adds them together into one total.

For example, if your display currency is USD and you have a £260 challenge cost, the platform converts that to its USD equivalent before it's included in any total, you'll never see a raw, unconverted foreign number silently added into a USD total as if it were already in USD.

Seeing the Breakdown

Most KPI cards can expand to show a currency breakdown, the native amount in each currency you have activity in, alongside its converted value in your display currency. This is the place to check if a total looks off: confirm each currency row shows the right native amount, and that its converted figure looks right for the exchange rate in use.

Currencies Must Be Enabled First

The currency used on any entry (a transaction, a challenge, a funded account, a private account) must be turned on in Settings → Currency before you record or import it. If you try to use a currency that isn't enabled yet, it won't convert or map correctly, turn it on in Settings first, then fix the entry afterward if needed.

One Thing That Never Converts

Account Size on Challenges and Funded Accounts is a nominal label, a "100K account" isn't $100,000 of anyone's real money. When a funded account's total capital is summed across multiple accounts in different currencies (on the Funded Accounts KPI card), that sum does get converted like any other multi-currency total, since it's just adding up nominal reference numbers into one reference number. But Account Size never flows into Total Income, Net Business P&L, or any other figure that's meant to represent real money.

Common Filter Scenarios

"Why don't I see my recent payout?"

Check that it's dated within the last 12 months. If it's older than that, it won't currently be included, since there's no way to extend the range yet.

"My numbers look lower or higher than I expected"

Expand the KPI card's currency breakdown and check each currency row against the exchange rate in Settings → Currency. If a currency you're using isn't showing up as its own row, confirm it's turned on in Settings.

Filters Don't Change Your Data

The date range and currency display only change your view of the data,your actual records keep their original native amounts and dates. Changing your display currency doesn't rewrite anything you've entered; it just changes what currency everything is converted into for display.

Next: The Yearly P&L Calendar →