We'd like the dashboard to provide visibility into our entire sales funnel, specifically:

Enquiry → Appointment Conversion Rate

Appointment → Sales Conversion Rate

The data should also be filterable and segmented by:

Product category

Time period (Month, Quarter, Year-to-Date, Custom Date Range)

Rather than limiting the dashboard to the last 30 days or reporting by individual months only, we'd like to be able to view Year-to-Date (YTD) performance. This is because many customer journeys span multiple months. For example, if a customer enquires in January, books an appointment in February, and makes a purchase in March, the dashboard should still attribute and update the conversion across the entire journey, rather than excluding it because the stages occurred in different calendar months.

The dashboard should therefore continuously update as customers progress through each stage of the sales funnel, instead of treating each month as a closed reporting period. This allows conversion metrics to remain accurate even when deals are completed across different months.