How to track sales funnel conversions with HubSpot & Databox

How to build this dashboard

To replicate the rolling funnel setup shared by Intellect, follow this step-by-step guide from the Databox Community:

How to retain date range settings in a Calculated Metric

1. Navigate to Calculated Metrics and create a Calculated Metric.
2. Add both Metrics you want to compare (e.g., Leads and Closed Won Deals)
3. Click on Advanced Settings.
4. 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 Alex’ sales cycle is 90 days:

1. Set your Leads Metric to use the last 90 days.
2. Set your Closed Won Deals Metric to use month-to-date.
3. Use the formula: Closed Won Deals / Leads.

This will calculate a more realistic conversion rate based on how long deals typically take to close

Using pipeline visualization with custom date ranges

With pipeline visualization, Alex can compare drop-off and conversion rates across the buyer’s journey and easily pinpoint where prospects disengage.

Next to that, he 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 his pipeline stages reflect his actual sales cycle while still enabling meaningful conversion rate analysis.

For more on Data Calculations, visit: How to create a Data Calculation.

Want help building your own version?

Want help building your own version? 

Contact our team – we’ll build it for free.