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
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