Intelligence provides flexible historic reporting for several content types, and flexible ability to report on different fields within those reports. Here's a high level overview of what's possible with historic reporting.
Here's a full list of content type that support history reporting (Ex. Opportunity)
Here's instructions on how to track changes to a specific field for historic reporting
Historic reporting allows reporting against historical values of records, or trend reporting on how things have changed over time.
There are key visualizations supported today:
Let's talk about the different kinds of problems that can be solved with historical reporting.
It's common for a business to want to know "what was this metric a month ago" or "how much has this metric changed in the last month".
What was XXX in the past 👉 Best Visual is Historic Bar Chart
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Ex. Open pipeline by month by stage
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Ex Active leads by month by status
How much has this metric changed 👉 Best Visual is Waterfall
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Ex. Pipeline flow this month (how has pipeline changed since the start of the month, in the last week..etc)
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Ex Commit/Upside flow this quarter (how has the commit pipeline changed since the start of the quarter, in the last week..etc)
How does it work though?
Tracking Property Changes Over Time
Intelligence tracks every change to every property with "track changes" enabled. This produces a property change list (snippet from a debug page):
Date of Change / Old Value / New Value
This property change list should always match the CRM audit history (if it exists).
History Documents
Intelligence will then calculate what did a record look like on a particular day, assembling the "historic" view of that record. Each history document is valid for a range of days, and historic reports pull directly from those values (snippet from debug page)
Each historic report queries against these historic documents showing what the "old value" should be in the analytic, and what changed.
Ex. The left bar is the "old" amount total for open pipeline, the right bar is the "new" amount total for open pipeline, and the buckets between show the changes that bridge the delta.
This structure is why Intelligence historic reports can do things not possible with other tools:
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Track custom field changes over time
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Track primary and secondary amount fields
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Track primary and secondary date fields
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Track primary and secondary status fields
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Recalculate new analytics real time based on filters
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Recalculate new analytics based on config changes with no data reprocessing
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Allow each field and calculation to be configurable
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