Trend reports
I'm asked for support for Dashboard KPI values tracked over time.
eg. Total Pipeline value KPI tracked over a Daily, Weekly, Monthly or Quarterly as a graph against time. If you want to get really cool add a second line on the chart with the value for the previous reporting period or same period last year.
There are two factors here: The sample period, and the reporting period (width of the chart in time).
Available now in Insights module. Pipeline KPIs tracked on the ‘Sales Overview’ dashboard and the time period can be changed on the fly in the dashboard filters.
Insights is a Maximizer add-on released for CRM Live November 2019 and on the roadmap for on-premise.