As RevOps, I'm trying to report on success metrics for a new product rollout. My key leading indicator of success is increasing pipeline ACV over time for deals where the new product is being sold. As such, I would like to use historical snapshots for dashboarding around avg ACV changes over time, but filtered or broken down by only those deals that contain a certain product line item. It appears to me that historical snapshots only allow deal-based filters. Are there any elegant solutions for this?
I'm also looking for this same functionality. SaaS services often have products and professional services. I would like to see my pipeline by filtering out products from the Line Items database.
Hello @EGarcia6, thank you for explaining more about it. I will add a few top experts to this conversation @smoore@jfreeman@webdew any recommendations to @EGarcia6?