お気に入りSülgün Rejepova が「ESG Reporting & Disclosure」で投稿 (元の質問者: Sülgün Rejepova)2024年8月26日 16:04Sülgün RejepovaHow to compare targeted and realized opportunities? #Report #DashboardHello allI want to lock a report I created in Salesforce. Is this possible? Actually, what I want to do is as follows:A forecast 2025 list was created for the next year and the opportunities added to the forecast were divided into quarters according to their close dates. Now I want to freeze this list so that at the end of the next year or at the end of each quarter I can compare the initially targeted and realized ones and make a conclusion. For example, I added 20 opportunities to the forecast 2025 list and divided them into 4 quarters, so there were 5 opportunities for each quarter. My interest is how was the performance at the end of 2025 and at the end of each quarter? How can I compare the forecast report I prepared for 2025 today with the final report at the end of 2025?in shortly we can also say the comparision of targeted and realized opportunities. Any help/advice will be appreciated. Thanks for your time and attention. BR表示件数を増やすコメントを追加コメントを記入...太字斜体下線取り消し線箇条書き番号付きリストリンクを追加コードブロック画像を挿入ファイルを添付リンク URLキャンセル保存0/9000返信
Sülgün RejepovaHow to compare targeted and realized opportunities? #Report #DashboardHello allI want to lock a report I created in Salesforce. Is this possible? Actually, what I want to do is as follows:A forecast 2025 list was created for the next year and the opportunities added to the forecast were divided into quarters according to their close dates. Now I want to freeze this list so that at the end of the next year or at the end of each quarter I can compare the initially targeted and realized ones and make a conclusion. For example, I added 20 opportunities to the forecast 2025 list and divided them into 4 quarters, so there were 5 opportunities for each quarter. My interest is how was the performance at the end of 2025 and at the end of each quarter? How can I compare the forecast report I prepared for 2025 today with the final report at the end of 2025?in shortly we can also say the comparision of targeted and realized opportunities. Any help/advice will be appreciated. Thanks for your time and attention. BR表示件数を増やす