Default Date Used in Formulas

When you build formulas in Plecto, the default date serves as a point of reference that tells Plecto what data to look at. The default date determines what data gets shown on the dashboard widgets and in reports, contests, performance agreements, and what registrations should trigger the notifications. The default date plays in the background of every feature where formulas are used.

Say you have a data source with two date fields – Created date and Closed date. You created 25 deals last week but closed 10 of those deals today. Now you create a formula that counts the number of deals, and you add it to a widget with the time period set to Today.

• If the default date in your formula is Created date, you will see 0 deals on the widget because you haven't created any deals today.
• If the default date in your formula is Closed date, you will see 10 deals because you closed ten deals today.

Depending on what data sources you work with (integrations or manual data sources), there are different possibilities for changing the default date settings.

• Integration data sources: The default date field depends on your system. You can change the default date in the data source settings (go to Data management > Data sources) or the advanced settings when connecting Plecto to a new system. You can read more about our integrations and find the integration-specific details on our integrations page.

• Manual data sources: The default date is usually the Created date, and there's no possibility to change it. A good workaround is to apply a date modifier to your formula. Learn more about Date & History modifiers.