Ask what changed since last week, and what a figure was
MarqIQ keeps two things about your records that your tool does not show you: a change log — every time a synced record’s stage, lifecycle stage, lead status, owner, amount or close date was seen to change, and when a record was removed — and each tool’s headline figures once a day. Ask reads both. This article shows the four questions it answers from them and what each answer says. To ask about the records as they stand today, read Ask a question about your records.
Before you start
Note
Everything here is dated by when MarqIQ’s sync saw the change, not by when it happened in your tool. The hourly sync reads a change within about an hour of it; a sync that fell behind reads it later, and the answer names the last sync when it is more than a day old.
Note
The change log is kept for twelve months and begins the day MarqIQ started keeping it for a tool. A question that reaches further back is answered for the part held, and says where it starts. The daily figures are kept for twelve months too, with each month’s last figure kept beyond that.
Ask what changed
Open Ask and type the period: “What changed since last week?”, “What changed this month?”, “What changed in October?”, “What changed since 1 October?”.
Read one section per connected tool.
Each section lists what MarqIQ saw, largest first: records created and removed, lifecycle and stage moves by the stage reached (in your tool’s own labels), owner changes, deals won and lost with their money, close dates pushed with the median push, and amounts changed. Nothing is added across tools.
Narrow it when you want one kind of record: “What moved in the pipeline since last week?” reads deals alone; “Which leads changed owner this week?” reads the owner changes of contacts alone.
| The line | What it rests on |
|---|---|
| “40 contacts were created in HubSpot.” | The records themselves, on the tool’s own created date. |
| “12 contacts changed lifecycle stage: 9 to Marketing Qualified Lead, 3 to Customer.” | Each contact once, whatever it moved to; then once per stage reached. A stage renamed in the tool, or a re-read after MarqIQ changed its own mapper, is not a move. |
| “2 deals were won — USD 81,600 on 1 deal; 1 deal with no amount.” | Each deal once, by its latest outcome in the period. One figure per currency, resting on the deals of that currency that carry an amount; the rest counted beside it. Currencies are never added. |
| “4 deals had their close date pushed later (median push 14 days, over 7 pushes); 1 pulled earlier.” | The median is over the pushes, not the deals: a deal pushed twice counts twice. |
Note
Pipedrive keeps its leads beside its deals. A lead’s changes are never counted as a deal’s.
Ask which deals had their close date pushed
Type the period: “Which deals had their close date pushed this month?”, “Deals whose close date moved since last week”.
Read the deals, largest push first.
Each line gives the deal’s name, the old date and the new one, the push in days, how many times it moved, and its amount in its own currency. The list holds 25 deals; when there are more, the answer says how many.
Note
A push is the deal’s first old date against its last new date in the period. A deal pushed and then put back where it was is not in the list. How close dates behave over all time — not in a period — is the Forecast analysis: ask “how far do close dates slip”.
Ask how many there were on a past day
Name the day: “How many customers did we have at the end of June?”, “How many MQLs did we have on 30 September?”, “How many open deals did we have a month ago?”, “How many contacts did we have at the start of the quarter?”.
Read the figure and the day it was kept.
MarqIQ keeps a tool’s figures once a day, after its first sync of the day. The answer gives the figure of the day you named, or the nearest kept on or before it, and says which day that was.
- A stage word is read on your tool’s own lifecycle ladder, by its meaning: “customers” is whatever your workspace’s Customer stage is stored as, never a fixed value. A stage the ladder does not hold is refused with the stages it does, by label.
- Before the figures began, the answer says when they began, and offers the question your tool’s own stage dates answer: “how many customers did we add in June”.
- A count of today — “how many customers do we have” — is read from the records, as before; only a question that names a past day reads the figures.
Ask what the data-quality score was
Name the day: “What was our data-quality score on 5 October?”, “What was our data quality score last month?”, “Data quality score a month ago”.
Read the overall score and its parts.
Overall, completeness, validity and consistency are across the people scored; freshness across the people with a last-activity date. The score is kept on the days someone opens Data quality, once a day, so the answer names the nearest kept day.
If it did not work
The answer says MarqIQ has not begun keeping changes for a tool.
Why: The change log starts with the first hourly tick after a sync once its tables reach your workspace; a tool connected today has no log until then.
Fix: Ask again after the next sync. Until then, “contacts created since last week” and “deals created this month” are read from the records themselves.
A figure is given for an earlier day than the one you asked for.
Why: No figure was kept on that day — the tool did not sync that day, or the score was not computed.
Fix: Nothing to fix: the answer names the day it took. For the score, open Data quality and today’s figure is kept from here on.
A period is refused.
Why: Ask reads whole periods (“this month”, “in October”, “since the start of the quarter”), a day (“on 5 October”, “since 1 October”, “at the end of June”) and lengths back from today. A weekday on its own (“since Monday”) is not read.
Fix: Say the day or the whole period: “this week”, “since 13 October”.
Next steps
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