Setting up a Snapshot in Revlitix allows you to store and analyze key metrics from your integrated channels, such as Salesforce, at specified intervals.
Follow these steps to configure a Snapshot:
Step 1: Navigate to Integrations
Log in to your Revlitix account.
Go to the Integrations section.
Step 2. Select Snapshot
Click on the Snapshot option.
Step 3. Add a New Snapshot
Click on Add Snapshot to begin the setup.
Step 4. Enter Snapshot Details
Provide a Name and a Description for your Snapshot to help identify its purpose.
Step 5. Specify Channel and Object
Enter the Channel Name (e.g., Salesforce) and the specific Object (e.g., Leads, Opportunities) for which you want to create the Snapshot.
Step 6. Select Metrics
Choose the Metrics you wish to store by selecting from the Snapshot Column dropdown menu.
Step 7. Set the Frequency
Select how often you want the data to be stored:
Daily
Weekly
Monthly
Just Weekdays
Step 8. Set Retention Period
Specify the maximum number of days you want to retain the data (between 7 and 370 days).
Step 9. Create the Snapshot
Click on Create to finalize the Snapshot setup.
Step 10. Utilize Snapshot Data
Use the stored Snapshot data to create reports. For detailed guidance on plotting this data in reports, refer to this guide.