Dashboard Help to Compare This Years Data to Last years Data to same date.

When dealing with dates, I find it handy to create some formula fields that you can put in another tab in Leads.

I would create fields that do:

at least:

year()

month()

quarter()

you can add:

yearquarter()

weekday()

Now you can very quickly filter by any of the fields above. You can also build charts based on these fields as well.

I noticed that you do a LOT of select statements. May I recommend that you do 1 select statement into a variable at the beginning and then filter the variable as you move down the line.

let getLeads := select Leads
#{Weekly Leads}#;
let Variable1 := count(getLeads['Lead Entered Date' >= today() - 6]);
#{Last Week Leads}#;
let xLeads := count(getLeads['Lead Entered Date' >= today() - 13]);
let yLeads := xLeads - Variable1;
#{Lead Difference Percetage}#;
let Variable2 := (Variable1 - yLeads) / yLeads * 100;
#{Weekly Applicants}#;
let Variable3 := count(Variable1
            [Status = 6 or Status = 7 or Status = 8 or Status = 9 or Status = 10 or Status = 12 or
                                Status = 13 or
                            Status = 14 or
                        Status = 15 or
                    Status = 16 or
                Status = 17]);

You already have some variables that you reuse, i.e. Variable1 and xLeads. Maybe you can rename the variable to dateMinus6 and dateMinus13, so you know you can reuse them later down the line. Like in line 6 and 10. I would get lost if I came back to this 6 months from now.

You also have quite a few filters that do the same thing. Try to put those into a variable higher up then you can just call that variable array and filter it some more if need be.

let getLeads := select Leads
#{Weekly Leads}#;
let dateMin6 := count(getLeads['Lead Entered Date' >= today() - 6]);
#{Last Week Leads}#;
let dateMin13 := count(getLeads['Lead Entered Date' >= today() - 13]);
let min13SubMin6 := dateMin13 - dateMin6;
#{Lead Difference Percetage}#;
let leadDiff := (dateM6 - min13SubMin6) / min13SubMin6 * 100;
#{Weekly Applicants}#;
let statusGroup1 := getLeads
            [Status = 6 or Status = 7 or Status = 8 or Status = 9 or Status = 10 or Status = 12 or
                                Status = 13 or
                            Status = 14 or
                        Status = 15 or
                    Status = 16 or
                Status = 17]
let statusGroup1Min6 := count(statusGroup1['Lead Entered Date' >= today() - 6]);

Dave Irving said:
Lets take this year.  I want to see the data insights from 01/01/20234 to today() and then show the percentage increase/decrease (as I did with monthly and weekly insights from up above), from similar timeframe as last year, i.e. 01/01/2023 to 03/21/2023. 

Sorry for not being very clear with my explanation.

Let us go back to how I recommended you start:

let getLeads := select Leads

Since you have a lots of Status choice you are looking for maybe putting those in variables will make things easier as you move along. Something like:

let getLeads := select Leads
let statusGroupOne := getLeads[Status = 6 or Status = 7 or Status = 8 or Status = 9 or Status = 10 or Status = 12 or Status = 13 or Status = 14 or Status = 15 or Status = 16 or Status = 17]
let statusGroupTwo := getLeads[Status = 2 or Status = 4 or Status = 5 or Status = 6 or Status = 7 or Status = 8 or Status = 9 or Status = 10]
let junkGroup := getLeads[Status = 18 or Status = 19 or Status = 20 or Status = 21 or Status = 22 or Status = 26]

Now you can use the yearfield or quarterfield to get the data you want.

let statusGroupOne2023Today := statusGroup1[yearfield >= 2023]
let statusGroupOne2024Today := statusGroup1[yearfield = 2024]
let statusGroupTwo2023Qtr1 := statusGroup2[yearfield = 2023 and quarterfield = 1]
etc...

If you had the yearquarterfield then you can use that.

I thought maybe I could do it the same way I did for the monthly and weekly data insights.

You can. Whatever you think works best.

However, I'm thinking about putting a choice field with the above yearly so in the future, it can be compared to other years.

I would recommend this as well. I'm sure you will be using this in to the far future so you need to ready, plus you don't want to be locked into manually updating the code every year.