Hello all
I 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
Locking a report in Salesforce to prevent it from being modified isn't directly possible, but you can achieve your goal of comparing targeted and realized opportunities by:
- Using Reporting Snapshot to capture the state of your forecast report at the start of each quarter. This allows you to freeze the data as it was at that point in time.
- Create a Custom Object to store these snapshots. You can then report on this data later to compare it against the realized opportunities.
- After capturing the snapshots, create reports and dashboards that compare the forecasted (targeted) opportunities with the actual (realized) ones. Use filters to compare data at the end of each quarter and at the end of the year.
- Use Historical Trending: If you have enabled historical trending, you can use it to compare changes in the opportunity data over time.
Hope this helps
@Dorian Earl any thoughts?
Hi @Rashmi Rai
Amazing, Thank you very very much. It's halfly solved my problem.
I really appreciate for your respons and time.
Best Regards
