Lets say in January my team closed 5 accounts so I want to be able to import data every month as a opportuity closed won with revenue that acc have made for that past month.
This way I can easily run a report and see how accounts are progressings on monthly basis.
In order to do ths I will need to update this as opportunity and link it to coresponding account.
how do I do this or is there a better way to do it?
You can try to laverage Analytic Snapshots Analytic Snapshots Overview
Available in: Professional, Enterprise, Unlimited, and Developer Editions
An analytic snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Analytic snapshots let you to work with report data similarly to how you work with other records in Salesforce.
For example, a customer support manager could set up an analytic snapshot that reports on the open cases assigned to his or her team everyday at 5:00 PM, and store that data in a custom object to build a history on open cases from which he or she could spot trends via reports. Then the customer support manager could report on point-in-time or trend data stored in the custom object and use the report as a source for a dashboard component. For the total number of analytic snapshots you can create, see Salesforce Editions and Limits.
Note
_img src="
https://help.salesforce.com/img/help/helpNote_icon.gif" /_Additional scheduled analytic snapshots may be available for purchase. Contact your salesforce.comrepresentative for information.
Analytic Snapshot Terminology
The following terminology is used for analytic snapshots:
Analytic Snapshot Source ReportThe custom report scheduled to run and load data as records into a custom object.Analytic Snapshot Target ObjectThe custom object that receives the results of the source report as records.Analytic Snapshot Running UserThe user whose security settings determine the source report's level of access to data. This bypasses all security settings, giving all users who can view the results of the source report in the target object access to data they might not be able to see
otherwise.Be aware of the type of license your Running User has. For example, if the Running User of an analytic snapshot has a Salesforce license, users who have Force.com Platform or Salesforce Platform One licenses will not be able to view it. Alternatively, if the Running User has a Force.com Platform or Salesforce Platform One license, users who have Salesforce licenses will be able to see the analytic snapshot. If you have users with Force.com Platform or Salesforce Platform One licenses, we recommend creating a separate analytic snapshot for them with a Running User that has a Force.comPlatform or Salesforce Platform One user license.
After you
set up an analytic snapshot, users can:
- Create and run custom reports from the target object.
- Create dashboardsfrom the source report.
- Define list views on the target object if it's included on a custom object tab.
See Also:
Analytics OverviewReports OverviewManaging Analytic Snapshots
