We’ve been working on a new feature that would allow users to export the Opportunity Influence Analyzer data into Excel. Please see an example screenshot below. If the account has multiple opportunities, the Excel would include those. The green area represents all the interactions when the opportunity was open.
I’d love to hear your feedback and suggestions. Thanks.
Thank you! This is the direction of a report I am looking for. However, do you only pull this report account by account? Or can you specify the timeframe by opportunities...
For example, I want all opportunities closed last month, or last year.
The first version of this feature would be only for one account at a time. We're exploring the ability to specify the opportunity open and close dates as you mentioned.