Summary Report Data Snapshots

Analyze Sales Pipeline and Marketing Metrics for Long-Term Trends

• Create key historical dashboards of metrics and KPIs
• Get fast analysis of long-term trends

Summer ’08 let you create data snapshots using tabular report data. With Spring ’09, you can “ snapshot” summary data in a report. Using an Analytic Snapshot on a summary report, you can track large amounts of summary data to create historical views of metrics, key performance indicators (KPIs), and other summary data such as average days to close, average days in-stage, or percentage of lost opportunities. You can then use these stored metrics in reports and dashboards.

Note: Not automatically visible. Feature is enabled, but requires some setup.

(Available in Professional, Enterprise, Unlimited and Developer editions)

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Additional Resources:

• Release Notes
• IdeaExchange Idea

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