Hey all, trying to figure out how to pull the following historical data from Salesforce -
- opp value increases (where the amount increases on an existing opp)
- Total Pipeline added
- Opp value decreases (where the amount decreases on an existing opp)
Does anyone have any ideas? Thanks as always!
답변 3개
Hi Nij,
You have a couple of different options you can use:
- Opportunity History - https://help.salesforce.com/s/articleView?id=sf.reports_opp_history.htm&type=5
- Opportunity Trends - https://help.salesforce.com/s/articleView?id=sf.reports_opp_trends.htm&type=5
The first reports shows changes more centered around opportunity stages and length of time in each stage, etc. While the Opportunity Trends Report will show you how your opportunity pipeline is trending over time.
Hope this helps!
