How to set up historical based reports to track opportunity size, at the start of each month, across the past 12 months?
4 answers
PS. Report Snaphots will not work retroactively, there will be no "Historical" Data for anything that took place before you create the custom object, connect it to your Report, map the fields, Schedule the Snapshot Report, etc.
Opportunity Trend Reports have been collecting historical data since Day 0 of your Salesforce org.
Even if you have never created or run run before, you can report on the previous 6, 12, "whatever" months ->
