Look-back analysis to understand ACTIVITIES and # of CONTACTS associated with CW Opps

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Will Vasquez
Will Vasquez Posts: 3 ✭✭
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I am trying to set up a Segment of CW accounts, to help us understand the activities and # of contacts that were involved with these accounts, for a 3-month "look-back" time horizon. I am using SFDC REPORTS to create the segment, but I have some questions: 1. I cannot quite figure out where I would find this information, and 2. although the qty of accounts in both Reports are different, the qty of accounts in 6S segments are identical?? Please see SS.  Thanks for any suggestions! Will.

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  • Saima
    Saima Posts: 60 6senser

    Hi @Will Vasquez did you upload these segments via a .csv or are they built using filter criteria? it's tough to troubleshoot without seeing the filters or source files. Right now with both showing the same # of accounts my guess is the same file was uploaded for both.

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