Data Management & Assets

RevSure ensures historical continuity, strong governance, and user-friendly data access for enterprise teams. This page covers history tracking, user management, data dictionaries, and reporting tables.

Data Management and Historical Continuity

History Tracking of Custom Attributes

RevSure supports tracking historical changes to custom attributes using two approaches. For both approaches, the track history configuration must be enabled in Data Hub for the specific attribute.

By default, we go with Approach 1. For key fields like Lead Status, Opportunity Stage, etc., we get the history from the LeadHistory and OpportunityHistory objects.

Approach 1: Ingest history from the source

  • In this approach, we pull historical changes into the selected attribute from the source objects.
  • History tracking should be enabled in the source system (e.g., Salesforce).
  • For example, in Salesforce, we extract history objects like LeadHistory, ContactHistory, OpportunityFieldHistory, and AccountHistory by default.
  • This approach captures accurate timestamps of the changes to attributes and allows history retrieval from periods prior to RevSure onboarding, provided that history tracking was enabled in the source system.

Approach 2: Build history at RevSure

  • With this approach, we build a history of changes to the selected attribute based on data extracted with every sync.
  • This can be enabled even for attributes that do not have history tracking in the source system.
  • When a change in attribute value is detected between two syncs, a change record is created at RevSure.
  • The current sync start time is logged as the timestamp of the change for the attribute.

Note: History tracking for attributes is enabled based on the requirements, as maintaining additional data involves storage and cost overhead.

Retaining Historical Touchpoints

RevSure retrieves touchpoints from a wide range of source systems, not just Salesforce. Supported systems include Marketo, HubSpot, LinkedIn Ads, Google Ads, and Meta Ads. If you have historical touchpoint data stored in a data lake or warehouse, RevSure can import it using custom connectors.

User Groups and Role Management

RevSure provides a robust user management system through User Groups, enabling precise control over access, roles, and permissions across the platform.

Each user group is assigned a specific role or a combination of roles with defined operational, screen-level, and data-level scopes. This ensures that users only access what they are authorized to, aligning with your organization’s governance and security requirements.

Data Dictionaries

Core Entities

  • Accounts
  • Activity
  • Ad
  • AdAnalyticsDaily
  • AdClick
  • Campaign
  • CampaignCostDaily
  • CampaignInfluence
  • CampaignMember
  • InternalUser
  • Lead
  • Lead Status
  • Opportunity
  • OpportunityLeadRole
  • OpportunityPartner
  • OpportunityStage
  • Person
  • Product

Derived Dimensions

Derived dimensions are those which are based on the standard data dimensions in RevSure’s data model. These are computed in the metrics layer and are stored in the metric store.

Note: Derived dimensions are different from the Custom Dimensions that you will see in the application. Derived dimensions are stored in the metrics store whereas the custom dimensions are computed on the fly while using the application.

Refer to: List of Derived Dimensions

Reporting Tables

To build reports on top of the RevSure Data Platform, we have exposed reporting tables in BigQuery that you have access to.

You can use these tables to query the data and use them for your reports using the query editor. You can connect your BI tool (like Looker) to BigQuery and use these tables to build your dashboards.

Available Tables:

  • account_detail
  • all_historic_opportunity
  • booking_detail
  • daily_projection_log
  • lead_detail
  • lead_history
  • pipeline_by_quarter_start
  • pipeline_by_quarter_end
  • pipeline_detail

You can connect your BI tool to BigQuery and use these tables to build your dashboards.

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