Hi There -
I have a workbook of our sales funnel views structured like this:
1. Lead Volume
2. Lead --> Opportunity Conversion Rate (Calculated Field: Sum Opportunity Volume / Sum of Lead Volume)
3. Opportunity Volume
On this dashboard, I have a parameter that toggles between two views: Cohorted and Uncohorted
For the cohorted funnel, I am able to get my dashboard to work, as I based all of my views off of lead creation date on the X-Axis
For the uncohorted view, I am able to get views 1 (Lead Volume) and 3 (Opportunity) volume correct, as I just use the lead creation date and the opportunity creation date on the X-Axis respectively.
The problem I am running into with the uncohorted parameter is view 2 (Lead --> Opportunity Conversion Rate). Because if I use lead creation date on the x-axis, it cohorts the conversion rate on lead creation date. If I use opportunity creation date, it cohorts on opportunity creation date.
What I think I need is some sort of placeholder / dummy date field that let's me divide the two without having to choose a specific date field for the x-axis.
In the attached screenshot, you'll see my views. The conversion rate you see in the middle is the cohorted conversion, how many of the 930 from that week converted into opportunities.
What I want is just to show the uncohorted 155/930 = 16% but can't figure out what date to use on the x-axis.
Hopefully this was clear. Any ideas would be appreciated!
