How do I create a report to show a historical pipeline view?
|Knowledge Article Number||000005637|
|Description||How do I create a report to show a historical pipeline view?|
|Resolution||The key to creating a snapshot of your pipeline as of some historical point in time is to use the "As of" option reporting. This can be done in multiple ways.
1. Go to the Reports tab and create a new report
2. Use the canned built in report already in the system: From the reports tab, search for an existing report called "Opportunity Pipeline".
NOTE: in these reports you can also see historical charts of your pipeline.
3. Create a Snapshot Reporting that captures data at a point in time. This is only for going forward when this feature is used. The above reports will report on historical data.
NOTE: See Report on Historical Data with Reporting Snapshots for more information
4. Enable the Historical Trend Reporting functionality.
NOTE: for more information, please review the Track Changes in Your Sales Pipeline article