Reporting Snapshots in Four Easy Steps

9:45 AM - 10:30 AM

Salon VI


Being able to compare how our pipeline of Opps, Leads or Cases over differ time periods is a valuable predictive analytics tool. With standard reports we can see what records are open and what closes at different intervals, but we can't easily compare what records were open last week vs this week. These insights can provide intelligence to help plan for upticks or downticks in manufacturing, outreach and resource allocation. This session will show you how to accomplish this by building a baseline report, a custom object, a scheduled analytic snapshot and a comparison dashboard.

Photo of Aaron Crear

Aaron Crear


Hat-Trick Consulting