Below is an overview video on how to save and apply custom views.
As you apply filters and adjust settings within a dashboard, you can save that exact configuration as a Saved View, so the next time you open the dashboard, your preferences are already in place instead of having to rebuild them each visit.
Saved Views are dashboard specific: a view saved on Margin by Customer only applies there and won't carry over to other dashboards, since each dashboard has its own set of filters and settings.
Once saved, a view can be:
Set as default - so it loads automatically whenever you enter that dashboard
Shared - so teammates can use the same configuration without rebuilding it themselves
Archived - kept on hand for future use without cluttering your active view list
Deleted - removed once it's no longer needed
This makes it easy to maintain consistent, reusable perspectives on your data, whether it's a specific customer segment, time period, or combination of filters you return to often, without repeating the setup work every time.
Save view feature can be found in all dashboard in the top right corner with the following icon -> 