FavoriteSülgün Rejepova posted in ESG Reporting & Disclosure (Originally asked by Sülgün Rejepova)Aug 26, 2024, 4:04 PMSülgün 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. BRShow MoreWrite a comment...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
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. BRShow More