Keeping historical track of live data
Hello, I'm working with data from our CRM. To simplify things, let's say we only have one Pipeline, or sales vertical.
A very simplified version of what I'll have in my data set is two columns: Deal Title / Deal Value.
Deal A / $100
The data from our CRM is updated constantly and so the data points are always changing. That same deal in two weeks could be worth more:
Deal B / $250
The issue here is that there isn't a log kept of the deal values, so for example I can't say what the value of deals in our pipeline was last week compared to this week since the data is live and has already changed. The only way I see of doing this now is manually downloading the data the previous week and never updating it, then the following week downloading the data as a separate data set, making cards for each data set and then comparing the values. Is there a better way of doing this? Thank you in advance!