Historical Snapshots filtered by Line Items




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?

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Community Manager

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!


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