Ad Hoc Data Discovery: Quick Reference

If the Current Pipeline Analytics in Capture Analytics do not provide exactly the data you need, you can use the Ad Hoc Data Discovery tab to quickly create a table based on dimensions and metrics that you select.

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Charts and Tables

Ad Hoc Data Discovery — Displays the metric data you select, broken down based on the dimensions you select. You can use either a straight table format or pivot table format. More...

Example

You want to display opportunities with both unweighted pipeline 1 and unweighted pipeline 2 amounts, grouped by stage.

By default, Capture Analytics does not enable you to analyze both pipeline amounts on the same tab. However, you can do that on the Ad Hoc Data Discovery tab. 

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How to...

Specify the analysis period — Use the year, quarter, and month controls across the top of the tab to change the analysis period reflected in the analytics.

Select dimensions — Use the Dimensions lists to select the dimensions by which you want to break down amounts.

Select metrics — Use the Metrics list to select the metrics for which you want to display data.

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