Review our guidelines when trending Salesforce Reports.
Required Editions
Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also available in
Developer Edition.
Don’t attempt to trend matrix reports. These reports don’t have the required structure to be
trended.
Choose reports that have changes on a frequency matching the trending schedule you set
up.
Always clone the source reports into your personal folders. After you start trending, don’t
edit the reports. Keeping the report unchanged ensures a consistent view. If you plan to share
trending dashboards, save them to view-only apps. This approach keeps the data consistent and
prevents anomalies from appearing on the trending CRM Analytics dashboard.
To get focused, easily observable, and actionable insights, tightly scope source reports. For
example, trend only new business deals closing in the current quarter rather than all
opportunities. A broad scope makes it more difficult to spot trends.
Group and summarize your reports in the report builder with key information before you start
trending them.
Don’t create joined reports just for trending. Trending dashboards can't be created from
joined reports.
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