If you find yourself heading to the Filter button every time you look at a Dashboard Component, it's time to think about changing them on a permanent basis. For me, changing the filters for a Dashboard Component is one of the most logical changes you can make. After all, it doesn't make a lot of sense to view old Opportunities, or look at the activities of someone who is no longer with your company.
Getting ready for this recipe is easy: if you're constantly filtering a Dashboard then it's time for a change!
1. Click the Dashboard icon on the navigation bar to access the Dashboard view.
2. Select the Dashboard you want to modify from the Dashboard drop-down list and then click the Edit button on the Dashboard tool bar. The Dashboard designer opens.
3. Right-click on the component that you would like to change and select Component Configuration from the contextual menu; alternatively you can double-click the component. In either...