Factors that impact data refresh speeds
There are many factors that affect how frequently your organization's Atrium metrics are updated to reflect the most recent data from your CRM, Email, and Calendar. That is how "fresh" or "recent" your data is.
The two primary factors are:
#1 - How much your CRM, Email, and Calendar data has changed since the last time Atrium updated your metrics
If your company creates or updates 1 Million Salesforce Contacts every day, it will take longer for Atrium to both pull the new Contact data than if you had only updated 10 thousands Contacts. And once the new data is pulled, it will also take proportionally longer use the new Contact data in the analysis of every email, meeting, and call your team makes.
#2 - How important it is for the given metric to reflect changes quickly
When your SDR team creates a new opportunity, or your AE team touches that Opportunity that has been stuck for 30 days, they want to see that activity reflected in Atrium as quickly as possible. In order to speed up the data refresh rates of those time sensitive metrics, we prioritize them over metrics like Email Engagement Rate, which changes more slowly over time.
Understanding how these factors map to data refresh times
To understand how Atrium prioritizes data refresh rates per metric (factor #2 above), please refer to the table below. It is important to understand that the numbers listed below are the fastest rate at which each metric will update, assuming that you have a "typical" amount of data to update in a given refresh cycle.
Data refresh rates per metric under normal data update loads
| 2-5 Hours | 4-7 Hours | 8-11 Hours | 16-19 Hours |
|---|---|---|---|
| Accounts TouchedBookingsBookings SourcedCallsContacts TouchedContacts Touched Per AccountCustom EventsCustom MetricsCustom TasksEmails SentMeetingsMeetings CreatedNew Accounts TouchedNew Contacts TouchedNew Opportunities OwnedNew Pipeline OwnedOpportunities AdvancedOpportunities CreatedOpportunities TouchedOpportunity AgeOpportunity CountOpportunity HealthPipelinePipeline at Stage ReachedPipeline by Close DatePipeline CreatedProspecting Accounts TouchedProspecting CallsProspecting Emails SentProspecting Meetings on CalendarStage ReachedStuck OpportunitiesTime in MeetingsTotal Level of EffortTouches per AccountUntouched AccountsUntouched OpportunitiesWeighted PipelineWins | Average Opportunity SizeAverage Sales CycleAverage Selling PriceConversion Rate from StagePipeline ChangePipeline Closed LostPipeline Closed WonPipeline PulledPipeline PushedPipeline Transferred OutPipeline Value DecreasePipeline Value IncreaseTime from Stage to WonTime in StageWin RateWin Rate from Stage | Activity per Opportunity CreatedASP of Sourced OpportunitiesConversion from Account created to Meeting CreatedConversion from Account created to SAOConversion from Meeting Created to Opportunity CreatedConversion from Opportunity Created to SAOFollow-Up Meeting RatioGong Call InteractivityGong Call Longest MonologueGong Call PatienceGong Call Question RateGong Call TopicsGong Call TrackerGong Talk RatioWin Rate Sourced | Days Between Opp TouchesBookings Per MeetingEmail Engagement Rate |
Are you experiencing slower data refresh times?
If you feel like you are experiencing significantly slower refresh times than those listed below, it is likely because your organization is updating a lot of data in your CRM, Email, or Calendar (factor #1 above).
Unfortunately, the impact of factor #1 (how much your data has changed since the last time Atrium updated your metrics) is widely variant not only between Atrium customers, but also widely variant from day to day for the same customer. Your organization might have one day a month where automated systems update millions of Salesforce records, thus slowing down Atrium data refresh times, but every other day could have very fast data pulls.
If you are consistently experiencing slower refresh times and would like to discuss the details with an Atrium data engineer, please contact support directly via email or chat with support directly in the platform.
This article was last updated on 07.13.2024.