Inflow / Outflow Net Value Reports is a report that helps you track the delta between two different cohorts, visualizing the net change over time for two components (positive change and negative change). Effectively, this report will give you an “over time” view of the waterfall graph, split into positive and negative components.
Creating an Inflow/Outflow Report
Common Use Cases
Inflow / Outflow Net Change reports allow you to track any entry & exit (or input / output) process, like pipeline creation vs closed pipeline and the change in amount over time. Some common inflow/outflow net change reports include:
Ticket/Case Creation vs. Ticket/Case Resolution: Track internal ticketing processes in Jira or Zendesk, etc. or even track cases for your own internal processes.
POC Start vs. POC End: Discover if you're having more opportunities or more opportunity value in a POC process than you were before.
Pipeline Creation vs. Closed Lost: Track how much of your created pipeline is closing, then use that data to improve the instances that didn't close and learn from and repeat those that did to help you WIN. MORE. BUSINESS.
ARR: Answer questions like, How much new business did I book over time? How much in renewals did I book over time? How much did I lose due to churn over time?
Creating an Inflow / Outflow Report
If you're new to creating reports, start with this article on creating reports, then when you get to the visualization section, come back to this article to for the inflow/outflow configuration. If you're already a report pro...crack on.
Select Inflow/Outflow as your visualization type. You can also choose the report's default type to be the bar chart you see above or a table chart.
As with any card, you can add a custom card summary with hyperlinks and data variables.
Choose the default change range to establish the time frame in which changes occurred. Think of this as the time period in which the selected value was input or output, entered or exited.
Choose a value to be displayed on the x-axis
Select the time interval by which you want to track inflow/outflow. You can also elect to add a label for the x-axis.
Choose a value to be displayed on the y-axis
Select the aggregate metric from the dropdown menu to establish what calculation should occur.
Next, select an aggregate value, or the value you want calculated by the above selected metric.
You can also elect to create a label for the y-axis.
Choose a value for Inflow (positive)
Select a date property and filter to establish which inflow data will be graphed, these are the positive values on the graph.
Choose a value for Outflow (negative)
Select a date property and filter to establish which outflow data will be graphed, these are the negative values on the graph.
Net Value Change Line Overlay
You can toggle the net overlay for "Net Value Change" on to add a line overlay on the graph that tracking net value change for the data and metrics selected above.
Net Value compares any two cohorts to track if things are increasing or decreasing.
Choose from the offered color sets the color scheme you want to be reflected in your bar chart. Split Data will also reflect this color scheme. Color legends and details information appear when you hover over any data in the bar.
If you run into any issues, please contact support.
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