From Data Signals to Action: Building Salesforce Opportunity Snapshot Reports

When working with Salesforce data, having access to all your history—your historical snapshots—can transform the way organizations track trends and make decisions. In this video, we’ll explore how the GRAX Data Lakehouse empowers you to leverage your Salesforce data history effortlessly to create reports that would otherwise be difficult—if not impossible—to generate with Salesforce’s single snapshot alone.

What’s Covered:

Opportunity snapshot reports allow organizations leveraging Salesforce to view how their sales deals have changed over time. Unlike Salesforce’s built-in reporting capabilities, which only leverages the current snapshot available, GRAX gives you continuous access to all your historical snapshots. 

• Overview of GRAX Data Lakehouse: Explanation of how the GRAX Data Lakehouse works
• Building the Opportunity Snapshot Report: A detailed walkthrough on how to build a month-over-month opportunity report on Amazon Quicksight.
• Filtering Data for Cleaner Insights: Reviews how to filter out various opportunities by stage. 

Key Highlights:

• Continuous Same-Day Data Access: GRAX gives you the ability to retrieve historical snapshots—unlike Salesforce that’s limited to just the current snapshot.
• Easy Advanced Analytics: In just a few clicks, create detailed opportunity snapshot reports that track month-over-month changes using your GRAX Data Lakehouse.
• Complete Control Over Data: GRAX’s Data Lakehouse unlocks the full history of your Salesforce in your cloud. 

With the GRAX Data Lakehouse, you’re able to unleash valuable insights from your Salesforce data that would otherwise be out of reach with just Salesforce. The ability to easily generate opportunity snapshot reports and access full data histories in Amazon Quicksight offers organizations a new level of control and visibility.

Watch the full video to learn how you can create powerful snapshot reports all within your own AWS cloud environment.

Transcript

Hello. This is Michael Moran from GRAX. Today, we are gonna talk about how you can unlock powerful insights from your Salesforce data using the GRAX Data Lakehouse.

This is made possible because GRAX has all of your history, not just the current record set. And using the data lakehouse allows you to unlock those insights in your own data lakehouse in your own cloud. 

Today, what we’re gonna be doing is building an opportunity snapshot report. This is going to allow you to view your opportunities as they’ve changed month over month.

If you wanted to do this in Salesforce, you would have to in advance build the report and take snapshots. And then at the end of the year, you could look at your yearly rate of change month over month.

The problem with that of course is you have to know a year in advance what you’re gonna want. If for instance your boss contacted you today and say, “hey can I get a snapshot report for the last year?”. Well unless you’re writing that report with a time machine there’s no way it’s gonna happen. Unless that is you’re using GRAX, in which case in a few simple clicks, you can deliver that report to them.

Our first step is we’re gonna deploy the data lakehouse. That’s already been done and that basically deployed the lake house into your cloud. We’re now gonna jump over to QuickSight because we deployed this into an AWS cloud. We’re just gonna click new analyses.

We’re going to grab one of the datasets. This dataset which has already been built and preconfigured that has our monthly opportunity snapshot. We’re gonna use it in analyses.

We’re gonna say we wanna do a chart, and then I’m gonna take the end date, drag it to the x axis, and just indicate we wanna aggregate by month.

I’m then going to take the amounts and drag that into the value so we can see the value of the amounts.

This is good, but it doesn’t really give us what’s going on other than the full amount. So let’s go down here and grab stage name. We’re gonna put it in the group and color.

Beautiful.

However, one of the things you notice is we’re having this always accumulating closed won and closed loss, which makes sense on an opportunity chart. Right? We’ve not done any filtering. So we’re gonna go and we’re gonna filter those out because those aren’t really what we wanna see for live opportunities.

So we’re gonna come in here, grab stage name, and then we’re gonna actually set the filter condition to exclude.

So if we add additional stages down the road, they’re not going to be, we’re not gonna have to come in and opt them in.

Hit apply, and there we go. We now have an opportunity snapshot report from right now all the way back to the beginning of the time when GRAX was turned on in this environment. So in just a few quick steps, you’re able to build an opportunity snapshot report, something that you could not do in Salesforce.

And you’re able to do that because GRAX gives you all the history, and the GRAX Data Lakehouse gives you access to this history and all of the enabling technology on top to make this thing not only possible, but easy to use. 

If you’ve got any further questions, please contact sales and we’d be happy to give you a tour of the lake house and show you how easy it is to set this up in your environment. Thank you so much!