Dashboards & Reporting

EGarcia6
Member

Historical Snapshots filtered by Line Items

Hi,

 

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?

3 Replies 3
andleymedia
Participant

Historical Snapshots filtered by Line Items

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.

PamCotton
Community Manager
Community Manager

Historical Snapshots filtered by Line Items

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?

Thank you very much!

Pam

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0 Upvotes
FAumair
Participant

Historical Snapshots filtered by Line Items

Hi @PamCotton ,

are there any news yet on this feature and a possible solution?

0 Upvotes