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Analyze Your Data
Opportunity Trends Report

Opportunity Trends Report

View information about trends shared by the opportunities in your pipeline.

The default settings for this report are:

Format
Matrix
Groupings
The default report shows rows grouped by Historical Stage and columns grouped by As of Date.
Note
Note The As of Date on an Opportunity Trends report is a snapshot of Opportunity data taken at 0:00 GMT on the last day of every month for the following month. This functionality cannot be adjusted. To view specific snapshot dates, consider setting up historical trending Set Up Historical Trend Reporting as an alternative to the Opportunity Trends Report.
Summary Fields
Historical Amount (sum)
Selected Columns
Object Information Type Columns
Opportunity Information
  • Opportunity Name
Opportunity Trend Information
  • Historical Amount
  • As of Date
  • Historical Stage
Opportunity Owner Information
  • Opportunity Owner Alias
 
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