Overview: Custom Date Ranges

A long-awaited Databox feature, Custom Date Ranges*, has begun rolling out in Beta for our  Plus and above customers

As the name suggests, Custom Date Ranges (CDR) will allow you to monitor your data for a specific time period, defined by simply selecting a start and end date.

Additional benefits that will come with Custom Date Ranges include:

  • Ability to set your own Date Range by selecting the start and end dates, Custom Rolling Date Ranges, more specific comparison Date Ranges, future Date Ranges, and fiscal calendars**
  • Quicker setup of Custom Metrics and Databoards, since you won’t have to pre-select multiple Date Ranges.
  • Ability to select any Date Range while viewing Databoards and the Metrics Screen
  • More options for comparison periods to add context and see % change in your performance
  • Ability to share a Databoard with any Date Range pre-selected

Custom Date Ranges are expected to be operational and available for our 15 most popular Data Sources in 2020 (learn more here). 

To build CDR, we re-architected and rebuilt the majority of our application. This new architecture has enabled us to roll out additional UI/UX enhancements for all customers and will enable us to rapidly develop additional improvements to Databox in the coming months. To get early access to new capabilities, apply for our beta program here

*Custom Date Ranges will be available on Plus plans and above.
** Fiscal calendars will not be available on all plans. 


What are Custom Date Ranges? 

Custom Date Ranges allow you to define your own Date Range by selecting the start and end dates, Custom Rolling Date Ranges, more specific comparison Date Ranges, fiscal calendars, and more. In short, you will no longer be limited to pre-defined Date Ranges. 

With Custom Date Ranges you’ll be able to:

  • Select specific Date Ranges within any week, month, or year in order to get even deeper insights into your performance. While pre-defined Date Ranges cover a variety of Date Ranges, they lack the customization needed for more granular, campaign-level reporting since campaigns and initiatives don’t always launch cleanly on the first of the month or week.
  • View and compare performance over specific time periods. Instead of comparing performance over pre-defined ranges (such as “Previous Period,” “Same period last year,” “Other Metric,” or “Goal”), you can compare performance between custom Date Ranges for more granular reporting.  
  • Create a new Databoard, Datablock, or Custom Metric without pre-selecting Date Ranges, which will enable you to set up Databoards faster. 
  • Enable Databoard viewers to explore data for a wider variety of Date Ranges. With CDR, you will be able to easily share and embed Databoards with any Date Range pre-selected, and even create multiple Shareable Links (or Embeds) with different pre-selected Date Ranges-- all from one Databoard.  Additionally, everyone you share Databoards with will have the ability to view data for any supported Date Ranges for your data. 

Which features/ improvements will be available for CDR-compliant Data Sources? 

The following features will be available for CDR-compliant Data Sources ( listed here). These have already been rolled out to select beta users. 


Rolling Date Ranges, previous periods, future Date Ranges, fiscal calendars

The option to select Custom Date Ranges gives you more freedom in your reporting capabilities. 

With Rolling Date Ranges you can specify date ranges that keep you up-to-date over time. The results are based on the day you run the report. For example, you’re no longer limited to the pre-defined options to track Last 7, 14, 28, 30, 90 or 180 days. You’re now able to set a Date Range for the last ‘optional number’ of days, and your chart will always show the results of the past ‘optional number’ of days.

Or, based on your current situation, let’s say you have a 30-day sales cycle. You’d like to track your CRM “Deals Created’” in the last 120 days, but exclude ‘Deals Created’ in the last 30 days, since they are unlikely to have closed. In this case, you would set the Date Range to a Custom Date Range with a Start Date of 120 Days ago and an End Date of 30 days ago, and then select “Rolling Date Range.” 

Similar to Rolling Custom Date Ranges, you’ll also be able to analyze previous periods such as Previous Months, Weeks and Days. For example, you might always want to look at the performance of the previous 3 complete months excluding any days from this month so far. You would set your Date Range to “Last 3 months” and exclude this month. For example, during the month of May, this date range will show 3 months ending in April (because April is the last complete month). However, on June 1st, the date range will show 3 months ending in May (because when it becomes June, then May is the last complete month).

Future Date Ranges will help you visualize your forecasts and models. For example, most sales organizations will want to see the number of deals that are forecasted to close in the coming weeks or months, based on your sales cycle. Additionally, you may have a model for your business that projects future performance that you want to visualize alongside actual performance and your bottoms-up forecasts. Selecting Future Date Ranges will allow you to do this in Databox. 

For larger enterprises that operate on a fiscal calendar, you’ll be able to visualize all of your business data based on your fiscal calendar. Setting your own fiscal calendar requires the Business plan. 

Additional options for comparison periods to see % change in your performance

Originally, there were four pre-defined Comparison Periods available in Databox - “Previous Period,” “Same Period Last Year,” “Other Metric,” or “Goal.” In the new Comparison drop-down, you’ll have these pre-defined options along with the ability to compare your data to a specific number of days in the past, the same period last year aligned by day, or to a custom comparison range. 

Ability to select any Date Range while viewing Databoards and the Metrics Screen

You will no longer have to set all of the Datablocks with the same Date Ranges in order for them to show in the Master Date Range Switcher. All Date Ranges and the option to select a Custom Date Range will now be available for Metrics that support Custom Date Ranges. 

If your Databoard or Metrics screen includes any metrics that are not (yet) CDR-compliant, choosing a Custom Date Range will result in no data being returned. No data being returned can also happen with CDR-enabled Metrics if data isn’t available due to the inability to sync historical data ( learn more here). 

Ability to share a Databoard with any Date Range selected

Custom Date Ranges will also open new possibilities when using the Shareable Link or opening your Databoard in Preview mode. 

While viewers of the Shareable Link were already able to switch between Date Ranges, they were only allowed to choose between the Date Ranges that you selected when setting up the Databoard. 

Now, they’ll be able to select their own time periods while viewing Databoards through the Shareable Link. Such a change will be independent and will not affect the original Databoard in any way. It will, however, be stored on the backend so if the viewer shares the Shareable Link, the Databoard will open up identical as it was for the viewer that has shared it.

Quicker setup of Custom Metrics and Databoards, since you won’t have to pre-select multiple Date Ranges.

No more having to select pre-defined Date Ranges for each Datablock when creating Databoards in the Designer or while creating Custom Metrics. 

Now, you’ll just need to select one Date Range for each Datablock. Additional Date Ranges can be selected when viewing the Databoard.

When creating Custom Metrics in Query Builder, you’ll still be able to choose Date Ranges to preview your data. However, you’ll set the actual Date Range and the comparison period when you add the Metric to a Databoard. This eliminates the back and forth between the Databoard Designer and Query Builder when you want to access additional Date Ranges for your Custom Metrics.

Which Data Sources currently support Custom Date Ranges? 

Custom Date Ranges have been rolled out to all Accounts on the following Data Sources:

Which CDR-compliant Data Sources are in the process of being rolled out?

We're rolling out CDR-compliant Data Sources in batches so we can monitor the migration and resolve any issues that arise. The Databoard below shows the connected Data Sources that have been moved to the CDR-compliant version. 

CDR-compliant Data Sources are specially marked so you can identify them in the Data Manager

How to use Custom Date Ranges

Learn how to use Custom Date Ranges with the new Date Range updates here.

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