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New Idea

Capture Daily snapshots from Account Scorecard History object

Related products:CS Reports
  • August 9, 2022
  • 3 replies
  • 56 views

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It would be really convenient to have daily snapshots along with weekly and monthly snapshots.

3 replies

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  • Contributor ⭐️⭐️⭐️⭐️
  • September 21, 2022

Agree! Is that possible?


rishi
  • Contributor ⭐️⭐️⭐️
  • December 27, 2022

Would it also be possible to have a snapshot of this data on the first day of each quarter?


mobrien14
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  • Helper ⭐️
  • August 1, 2024

+1

Having the ability to capture a daily snapshot can be valuable for some of our scorecard measures (i.e. Customer Activity/Timeline entries) where it could drop/increase midweek. This has made it a bit difficult to troubleshoot CTA questions when the weekly snapshot shows green across the board.