Yes, you can calculate conversion rates between pipeline stages that use different date ranges in Databox. This is especially helpful when your stages span different time periods like tracking leads from the past 90 days against closed-won deals from this month.
How to retain date range settings in a Calculated Metric
Navigate to Calculated Metrics and create a Calculated Metric.
Add both Metrics you want to compare (e.g., Leads and Closed Won Deals)
Click on Advanced Settings.
Toggle on “Retain metric settings for all date ranges”.
This allows each Metric in your calculation to keep its original time frame—even if you apply a different global date range to your Databoard.
Example use case
Let’s say your sales cycle is 90 days:
Set your Leads Metric to use the last 90 days.
Set your Closed Won Deals Metric to use month-to-date.
Use the formula: Closed Won Deals / Leads.
This will calculate a more realistic conversion rate based on how long your deals typically take to close.
Using pipeline visualization with custom date ranges
If you're using the pipeline visualization, you can:
Create a one-metric calculation for your Leads Metric (to lock in the 90-day date range).
Use a standard Closed Won Metric for the current month.
Add both to the pipeline to preserve the correct context.
This setup ensures that your pipeline stages reflect your actual sales cycle while still enabling meaningful conversion rate analysis.
For more on Data Calculations, visit: How to create a Data Calculation.