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Analyze Your Data
Watch Your Pipeline Change Over Time

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Watch Your Pipeline Change Over Time

Let’s say you want to know how the total value of your pipeline today compares with its value yesterday. Create a simple report to compare the two dates.

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

To see Opportunities with Historical Trending, enable Historical Trend Reporting for Opportunities in Setup. For more information, seeSet Up Historical Trend Reporting in Salesforce Help.

  1. Create an opportunity history report.
    1. On the Analytics tab, select Create | Report, or on the Reports tab, click New Report.
    2. Select Select Report Type | Opportunities | Opportunities with Historical Trending.
      To see Opportunities with Historical Trending, enable Historical Trend Reporting for Opportunities in Setup. For more information, see Set Up Historical Trend Reporting in Salesforce Help.
    3. Click Continue.
  2. Extend the report to all opportunities and a date range of interest.
    Tip
    Tip To select all opportunities click All Opportunities when the report first opens, or click the filter icon Filters and then click Show Me to make your selection. To change the time range for the close date comparison, click Close Date.
  3. Click Outline.
    The default value in the Snapshot Dates is Yesterday, and the Amount (Historical) field shows yesterday’s date.
    Tip
    Tip “Yesterday” is a rolling date value, meaning that it points to a date that is relative to today’s date. If you run this same report tomorrow, Amount (Historical) shows today’s date.
  4. To add a different start date for the snapshot comparison, click + and select the date. To remove a snapshot date, click X.
  5. In the report table, click the down arrow in the headers of the Amount (Historical) and the Amount columns. Click Summarize, then select Sum.
  6. In the report table, click the down arrow in the header of the Amount column. Click Show Change, then select Value.
  7. Click Run Report.
  8. In the Change column, observe the difference between the total value of the Amount (Historical) column and that of the Amount column.
    Tip
    Tip You can see changes at a glance by looking for values that are colored green or red.

You’ve created a simple historical trending report that can help you analyze your pipeline’s behavior.

See Also

 
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Salesforce Help | Article