InsightSquared supports historic reporting for several content types, documented here. Historic reporting is on a per field basis, in your CRM or in IS2 only some fields have all changes to them tracked (and only some fields need it!)

Historic Reporting allows you to answer questions like:

• "How much open pipeline did I have last month by stage"

• "How much services revenue did I have in negotiation the last 6 months by month"

There are fields that are commonly tracked by default by record:

• Primary Date fields (Close date..etc)

• Primary status fields (Lead status, Opportunity Stage, etc)

• Primary amount fields (opportunity amount ..etc)

• Owner ID

There are additional fields that might not be tracked, or might be tracked, depending on how your business operates:

• Secondary amount fields

• Secondary status fields

• other things of interest that change over time

How can I configure a field to track changes? There are two options:

For each property in the system, we have the mapping interface.

1) The field is already tracked in the CRM

If a field is being tracked by the CRM, the property metadata from the CRM will tell us, and IS2 will automatically consume the audit data for that field.

If the field is being tracked, no action is required, and the tracking of changes cannot be disabled.

Note: Property metadata is updated once per day by default.

2) The field can't be tracked in the CRM and you'd like to track it in IS2 only

There are fields that the CRM can't track changes on, or don't exist in the CRM

Ex. CRM Formula Fields

Ex. You've hit your "track changes" field limit in the CRM

Ex. IS2 "Last Inbound Touch Date"

For these fields, enable the "track changes" option from the property management interface, and from the day it was enabled, we will track changes to that field.

Note: this means that historic reports against that field may take some time to populate fully.