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System Administrator

Historical Opportunity Pipeline Trend Report - with Product Details

Salesforce Platform, Applications, Database Services, Reports & Dashboards, Sales Force Automation, Delivered Ideas

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There should be a capability to run historical open opportunity pipeline trend reports. The reports would provide the total open opportunity price/amounts at various past dates. For example, the report will provide the total price/amount of open opportunities at the end of each quarter for the previous two years. It would be even better if the report would also allow the reporting of total open opportunity price/amounts at various past dates broken out by stage, probability, product name, product code and/or product family. This would allow us to evaluate the trending growth/contraction of our pipeline over time.

6 years ago · 8 Comments · Report Abuse

Latest Comment from Product Management

Thomas Tobin

The feature enabling this is Analytic Snapshots: http://blogs.salesforce.com/features/2008/05/analytic-snapsh.html Dicussed in an overview: http://blogs.salesforce.com/analytics/2008/05/analytic-snapsh.html And a walkthrough of the feature: http://blogs.salesforce.com/analytics/2008/06/analytic-snapsh.html

5 years ago · Report Abuse

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