use report snapshot to show revenue and gross marg...
# ask-stanley-ai
n
use report snapshot to show revenue and gross margin on the dashoard
c
AI generated answer (using internal Slack threads):
To show revenue and gross margin on the dashboard using a report snapshot, you can follow these steps: 1. Create a custom report that includes the revenue and gross margin data you want to display. You can do this by navigating to Reports > New Report. 2. In the New Report setup, select the appropriate metrics (Revenue, Gross Margin), components, and fields that you want to include in your report. 3. Once you've set up your report, save it. You should see a camera icon appear at the bottom of the report. This is the Report Snapshot feature. 4. Click on the camera icon to create a snapshot of your report. You can customize the snapshot by selecting the columns you want to include. 5. Once you've created your snapshot, you can add it to your dashboard by navigating to your dashboard and clicking on the "Personalize" button. From there, you can add your snapshot to your dashboard. Remember, the snapshot will only display the data as it was at the time the snapshot was taken. If you want to keep the data on your dashboard up-to-date, you'll need to regularly update your snapshot. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821518838
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81890583
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817110717
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