This feature determines whether the dashboard includes previously existing records (before integration) or only new data added after integration started.
When your integration becomes active, all data already stored in Follow Up Boss (FUB) is treated as historical data.
New data refers to any leads, deals, or appointments created or updated after the integration begins.
|
Setting |
What it does |
Data Included |
|
ON (Include Historical Data) |
Includes all ingested records from FUB regardless of creation date |
All opportunities, no date restrictions |
|
OFF (Exclude Historical Data) |
Only includes data created or updated after the integration Start/Resume Date |
New data only |
*Data updates automatically convert historical records into active data.
Toggle ON to see everything; toggle OFF to focus on current performance.