Creating Datasets and Trending Dashboards from Salesforce Reports

By creating trending CRM Analytics dashboards that track key metrics over time, you can make sense of your growing, ever-changing datasets. Trending data in CRM Analytics helps you discover hidden insights and allows you to share them with colleagues. When you create a trending dashboard based on a Salesforce report, CRM Analytics generates a dataset and a dashboard based on the underlying Salesforce data.

Watch a Demo: Trend Report Data in Analytics (English Only)

Trending refers to data that is displayed over a timeline, allowing trends and patterns to emerge which can be difficult to recognize in a sea of information. If the relevant data is plotted over time, questions on sales cycles, performance, comparisons, seasonality, and more can be answered at a glance. Any data that can be visualized in time, such as opportunities or cases, can be trended. So can geographical data, such as quarterly sales in specific regions. In fact, any regularly updated dataset that has dates associated with it (a date or timestamp attribute for each row) can be trended.

• Start Trending Salesforce Reports
  To trend data in CRM Analytics, you trend a report that's collecting that data.
• Guidelines for Trending Salesforce Reports
  Review our guidelines when trending Salesforce Reports.
• Stop Trending Salesforce Reports
  The number of reports you can trend is limited. To remain under the limit so you can trend other reports, stop trending reports that are no longer needed.
• Share Trending Dashboards
  You can share a trended dashboard just as you can with any CRM Analytics dashboard.
• Limits and Limitations for Trending Data in Analytics
  Trended datasets count toward the overall CRM Analytics platform limits, including total number of rows. To prevent the performance of your org from degrading, certain limitations are placed on snapshot size and the number of trended datasets each user can create.