Once you have been granted access to the Analytics Tab, you can start using the Snapshots, visually stunning real-time tracking for your pipeline over time. Gain instant insight to pipeline forecasting and day-to-day changes in a revolutionary new way.
To get started, click on the tab called 'Analytics'. In here is where you can see your snapshots every time you need them. Once there, click on the 'Edit' button, located right below your profile picture.
This will bring up the window to configure your snapshots. There are two main sections, Snapshot Period (1) where you can select the year, either current one or a previous one, if you have information for future Deals you can select years to come. Here you can also select if you want to see your data my month, quarter or year. When selecting the breakdown by month or quarter, you can specify the desired month or quarter.
The Snapshot Interval (2) will change depending on your 'breakdown' option. If you select 'Year', your interval options are going to be monthly or quarterly. For 'quarter' the options are monthly or weekly, and if you select by 'month' the interval will be set to daily.
You can change this setting any time, as they will help you break your information down in different ways.
Set Sales Targets
Next up you will need to define your 'Sales Targets', that is if you haven't already. To do so, click on the pencil icon. You can also click on your profile picture, then click on settings, and select the final option in the left-hand side menu which is 'Sales Targets'.
Here you can define your Sales targets by year, by quarter and for each month. You can also set Sales targets for past years or for future years in case you want to be ahead of the game. Once you have added your Sales targets don't forget to click on the 'Save' button.
Once you have defined your sales targets and selected the breakdown and interval, your snapshot will be created successfully. It includes two equally important sections. The first one is a great-looking but equally-functional graph that shows you how your deals were during that period of time. Hovering over each section of the graph will show you additional information about your deals.
The second part is a simple-looking but content-rich table that breakdown the information by the selected interval.
It is important to mention that Snapshots capture the information as it happens, and store a historical view of your deals. To explain this in detail let use an example, on the 31st of march you check your Snapshots to review how your deals looked on that day, great numbers. And then the day after, April 1st, you realized that there is one deal that wasn't closed on the 31st, so you update the status of that deal to closed won with March 31st as 'close date'. If you check your snapshot for March again, there won't be any change, as the last change was introduced in April.
And there you have them! Snapshots are a great visual way to track your pipeline over time.