To focus on deals that are taking more time to close than
expected, create a historical trending report that finds deals in
your pipeline that have had their close dates moved to a later date.
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.
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.
Click Create.
For Show, select All Opportunities.
Filter for close dates that are later now than they were
in the past.
Click Add and select Historical Field Filter.
Set Close Date (Historical) to
Feb. 1, 2013.
Tip Use the calendar under Fixed Days to select the date.
Click OK.
Click the down arrow in the header of the Close
Date column and select Show
Changes.
Click Run Report.
For each deal in the report, compare the date in the Close Date — Historical column with
the date in the Close Date — Today column.
Tip You can see changes at a glance by looking for values that are colored
green or red.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
