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Analyze Your Data
Opportunities with Historical Trending Report

Opportunities with Historical Trending Report

The Opportunities with Historical Trending report is a custom report type designed to help you analyze historical trends in your sales pipeline.

We've selected some of the most useful Opportunity fields for you in the default report:

Amount
Estimated total sale amount. For organizations using multiple currencies, the amount is shown in your personal currency by default. Change the Opportunity Currency picklist to track the amount in another currency.
Close Date
Date when you plan to close the opportunity. You can enter a date, or choose a date from the calendar that displays when you put your cursor in the field.
Stage
Current stage of opportunity based on selections you make from a predefined list, for example, Prospect or Proposal.
Probability
Percentage of estimated confidence in closing the opportunity.
Forecast Category
Forecast category name that is displayed in reports, opportunity detail and edit pages, opportunity searches, and opportunity list views. The setting for an opportunity is tied to its Stage.
Note
Note If you edit this report type, it is no longer automatically updated. If you remove this report type, it will not be regenerated.
 
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