Overview: Custom Date Ranges
A long-awaited Databox feature, Custom Date Ranges*, will be rolling out in Beta for our top 15 integrations over the next few weeks. You can apply for our beta program here.
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 by the end of June 2020 (learn more here).
To build CDR, we re-architected and rebuilt the majority of our application. This new architecture will enable us to roll out additional enhancements in the coming months. To get early access to new capabilities, apply for our beta program here.
*Custom Date Ranges may not be available in all plans.
** Fiscal calendars will require a custom plan.
IN THIS DOCUMENT
- What are Custom Date Ranges?
- Which features currently support Custom Date Ranges?
- Which features/ improvements are in development and when will they be available?
- Which Data Sources currently support Custom Date Ranges?
- Which Data Sources are in development and when will they be available?
- How to use Custom Date Ranges
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 currently support Custom Date Ranges?
There are no user-facing changes that have been rolled out yet. However, we've begun rolling out backend code to support the new Custom Date Range functionality. Check back later for updates or read below to see what's coming soon.
Which features/ improvements are in development and when will they be available?
We are planning to have all the following features/ improvements released in the next couple of weeks for our top 15 Data Sources.
IN THIS SECTION
- Rolling Date Ranges, previous periods, future Date Ranges, fiscal calendars*
- Additional options for comparison periods to see % change in your performance
- Ability to select any Date Range while viewing Databoards and the Metrics Screen
- Ability to share a Databoard with any Date Range selected
- Quicker setup of Custom Metrics and Databoards, since you won’t have to pre-select multiple Date Ranges
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 who 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 a custom Databox plan.
*May not be available on all plans.
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?
Relaunching Data Sources with Custom Date Range capabilities will be a continuous process starting in May 2020. Beginning with our most popular integrations, we will rework all 70+ Databox Integrations and will release them incrementally over the next few months.
Which Data Sources are in development and when will they be available?
The first Data Source supporting Custom Date Ranges will be Google Analytics. We are planning to roll out 14 additional Data Sources by the end of June 2020:
- Google Analytics
- Facebook Pages
- HubSpot CRM
- LinkedIn Ads
- Google Ads
- Facebook Ads
- Google My Business
- LinkedIn Company Pages
- Google Search Console
- Instagram Business
- HubSpot Marketing
CDR-compliant Data Sources in Databox will be specially marked so that you’ll be able to tell which support Custom Date Ranges.
How to use Custom Date Ranges
How to use Custom Date Ranges on Databoards
How to build Databoards with Custom Date Ranges
Custom Date Ranges will have a big impact on how you create and view your Databoards.
While the process for creating a Databoard is not changing, there are some changes to how you’ll select the Date Ranges for your Datablocks. Rather than selecting the Date Ranges in the Datablock Editor, you’ll now select them directly on every Datablock.
First, you click on the Datablock that you’d like to set the Date Range for. Then, click on the Date Range drop-down in the Datablock Editor and select the parameters of the Date Range that you’d like to choose.
Under Current, you’ll find all of the pre-defined Date Ranges that include the time period you’re currently in (Today, This Week, Month to Date, etc.).
Under Previous, you’ll see all of the pre-defined Date Ranges that include past time periods (Yesterday, Last Week, Last Month, etc.)
Under Custom Date Range, you can select your own Date Range by choosing the start and the end date. By selecting the Rolling Date Range checkbox, your Dates will adjust relative to the current day.
Once the Date Range is established, navigate to the Datablock Editor on the right-hand side of your Databoard. Under Comparison Value you’ll find a new drop-down menu with the option to compare your data to a specific number of days back, to the same period last year, which you’ll be able to align by day or to select a Custom compare range.
The same process applies for every Datablock you’re adding to the Databoard.
The Master Date Switcher allows you to change the Date Range for the entire Databoard at once. It is located in the bottom right of your Databoards.
If your Databoard includes any Metrics that are not (yet) CDR-compliant, choosing a Custom Date Range will result in no data being returned for those Datablocks.
Pro tip : When combining Data Sources that are CDR-compliant and Data Sources that are not (yet) CDR-compliant on one Databoard, you can define Custom Date Ranges for those that are, and choose the pre-defined Date Range intervals for others.
How to share Databoards with Custom Date Ranges
Once your Databoard is ready to go you can share them with your team, management, or other stakeholders with a Shareable link.
Here, viewers will be able to select their own Date Ranges, independent of the ones that you’ve set in the Databoard Designer.
The viewers' selection will be stored and passed in the URL string. This means if they were to share the URL forward, the Databoard will open up identical to what they selected and not what you have originally set.
How to use Custom Date Ranges on the Metrics screen
Adding Custom Date Ranges to the Metrics Screen will give you the ability to select more Date Ranges than ever before.
Each of the Metrics that you have added to your Metrics screen will be equipped with a new Date Range drop-down at the top of the Metrics block. Here, you’ll have the option to select Custom Date Ranges alongside the pre-defined ones.
In the Date Range drop-down at the top of the Metrics screen, you’ll also be able to select Custom Date Ranges. If your Metrics screen includes any Metrics that are not (yet) CDR-compliant, choosing a Custom Date Range will result in no data being returned or displayed.
How to use Custom Date Ranges with Query Builder
There will also be CDR updates to the process of creating Custom Metrics.
We will implement some changes to the Query Builder’s layout. One of them is removing the option to choose Date Ranges and the comparison period when creating the metric.
After choosing the Data Source, Metric, and (optional) Dimension, you’ll still be able to choose the Date Range to preview your results in Query Builder. Click on the Preview Data button. Then select the Date Range from the Show data for drop-down menu.
Once you save the Custom Metric and add it to a Databoard, you'll be able to set the actual Date Range to view on the Datablock.
How to use Custom Date Ranges with Data Calculations
When you’re creating a Calculated Metric from two different Data Sources where one supports Custom Date Ranges and the other one does not, select one of the pre-defined Date Ranges to view your data.
If you choose a Custom Date Range, no data will be returned for the Data Source that is not (yet) CDR-compliant, leading to inaccurate results.
How to use Custom Date Ranges for Scorecards
Some small changes are planned for the process of creating Scorecards.
When setting up Scorecards, you will be equipped with a new Date Range menu that will now include the option to select a Custom Date Range. However, all of the pre-defined Date Ranges will still be available. If you choose a Custom Date Range, no data will be returned for Metrics that are not yet CDR-compliant - in that case a pop-up message will appear.
You’ll be able to select the comparison period straight on the Scorecards page and will no longer need to do so in Advanced Settings.