Suppose you want to focus only on deals in your pipeline worth more than $5,000, but
you’re not concerned about today’s fluctuations. Use a historical trending report
that filters out any deal with a value that was below $5,000 yesterday.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports
AND
Report Builder
Create an opportunity history report.
On the Analytics tab, select Create | Report, or on the Reports tab, click New Report.
Select Select Report Type | Opportunities | Opportunities with Historical Trending.
If you don’t see the Opportunities with Historical Trending report type, enable
Historical Trend Reporting for Opportunities in Setup.
Click Create or Continue.
Select the option to show All Opportunities.
Filter for historical values over $5,000.
(Lightning Experience) Open the Filters pane. Click Add Filter and
select Amount (Historical). For the date, select
Yesterday. For the operator, select greater
than. Click ,
select Value, and enter $5000.
(Salesforce Classic) Click Add and select Historical
Field Filter. Select Amount (Historical). For the date,
select Yesterday. For the operator, select greater
than. Click ,
select Value, and enter $5000.
Run the report.
In the finished report, observe that all the deals in the Amount — Historical column are worth more than
$5,000.
Tip Values in the Amount, Close Date
and Stage fields are shown in green or red to indicate the direction
of change. You can reverse the colors by clicking the down arrow in
the column header.
You’ve created a simple report that pulls out all the
deals that have were worth more than a given amount as of a given
historical snapshot date.
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