In this guide, we'll cover how to capture historical data from the last month for your email or Slack Snapshots. This may be helpful if you're trying to get a sense of last month's performance once the month has ended and want this sent to your team automatically via Snapshots.
To accomplish this, we'll need to duplicate the dashboard you want to see last month's data from. Then, we'll edit all the widgets to use the Last Month time period on the newly copied dashboard. Lastly, we'll configure the Snapshot to send every month on the first day of the month.
Once that's set up, you'll have a dashboard that looks back on the previous month and how your KPIs looked at that time. You'll also have a new Slack Snapshot on the 1st of each month to capture the end-of-month figures accurately.