The Historical Snapshot report comes close to this functionality. But it fails in a couple ways:
- It produces one chart using the deal amount. We want to be able to use other deal numeric properties or count (which is calcuated and shown in the summarized table but on the chart is only available as a mouse over).
- Would like to be able to breakdown by other dimensions than pipeline stage. We have our own tier classification of deals that we’d like to use.
Altenrative to changing this report, an even better solution is to make a Dataset feature so it can produce/replicate the underlying dataset the historical snapshot utilizes. Then the user can customize the dataset as needed (per above). The main hurdle here I think is the ability to generate the month (period) buckets dynamically and then join with the deals table.