Insights: Compare custom periods, e.g. pyp

Wolfgang Maier
Wolfgang Maier Member Posts: 4
Second Anniversary
edited July 2022 in Sales CRM #1

Hi there, I have dug into the insights function and I am really loving it. I don't seem to be able though to add another time period, when analyzing my data. 

E.g. I want to compare deals created ty YTD vs py YTD. I have tried to work with the custom period of the dashboard and the report, but don't seem to get any further. 

I appreciate your input
thanks and cheers

 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,451
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited June 2022 #2

    You can see this when you use score cards.

  • Wolfgang Maier
    Wolfgang Maier Member Posts: 4
    Second Anniversary
    edited June 2022 #3
    Amit Sarda said:

    You can see this when you use score cards.

    Hi Amit, thanks for the quick response. I am not sure what you mean with score cards though? Is it a report feature? Or another dimension?

    Cheers

     

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