I’m figuring out how to build the right CRM for our company so that it meets the requirements of the Sales, Marketing and Customer Relations departments. One thing I’m struggling with is whether or not it’s possible to view historical data in the dashboards. Could you, for example, go back and see what the data for a variety of different metrics looked like in a previous week, month or year?
Alternatively, is there a way to export dashboards so that we keep a record of the insights held with in them?
As far as I can understand, these seem to be live and rolling, and you can’t edit their timeframes to view previous data. Is this correct?
Appreciate any help that I can get.
All the best,