Sales Funnel

This is a classic DAX challenge—moving from a static "True/False" flag to a dynamic temporal calculation. From our perspective at Funnelsflex, where we architect these data flows into live dashboards, the issue usually stems from the filter context within the CALCULATE function.

Using a hardcoded string like "True" for a date-based funnel is often too rigid because it doesn't account for the rolling nature of time. To get a precise 3-month projection without "bleeding" previous months into the total, you should leverage EDATE or DATESBETWEEN combined with a standard Calendar table.

Here is a more robust technical approach to isolate those specific months:

Current Month: CALCULATE([TotalServices$], FILTER(ALL('Calendar'), 'Calendar'[MonthOffset] = 0))

Next Month (Projected): CALCULATE([TotalServices$], FILTER(ALL('Calendar'), 'Calendar'[MonthOffset] = 1))

3rd Month: CALCULATE([TotalServices$], FILTER(ALL('Calendar'), 'Calendar'[MonthOffset] = 2))

At , we typically recommend building a Month Offset column in your Date table. This allows you to project your funnel forward (+1, +2, etc.) regardless of what today's date is. It prevents the "everything before and up to" issue you're seeing, as it forces the calculation to look only at the specific integer assigned to that future month.

Isolating these time buckets is critical because it allows you to see the "velocity" of your funnel rather than just a cumulative pile of opportunities. Hope this helps you clean up that projection!