즐겨찾기Sülgün Rejepova 님이 ESG Reporting & Disclosure에 글을 올렸습니다 (최초 질문자: Sülgün Rejepova)2024년 8월 26일 오후 4:04Sülgün 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. BR더 보기댓글 추가댓글을 작성하세요...굵은 글꼴기울인 글꼴밑줄취소선불릿 기호 목록번호가 지정된 목록링크 추가코드 블록이미지 삽입파일 첨부링크 URL취소저장0/9000답글 쓰기
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. BR더 보기