Report of the Week - Estimated Deal SizeTrend
Do you want to track the changing Estimated Deal Size for each potential? You can easily achieve this using Data Snapshot.
Data Snapshot allows you to capture and maintain historical data from a report. It periodically snapshots the data from a chosen report, and stores them in a table for historical report creation & analysis.
Note: To avail Data Snapshot, you need a paid account of Zoho Analytics (Standard Plan and above). For more details, refer to our Pricing Page.
Follow the steps in the below presentation to create the report.