HELLO COMMUNITY,
I need to create a report that shows what changed in a pipeline reports since last week - what was the beginning $ total? Then why did it change - how much $ was Closed Won, how much $ was Closed Lost, How much $ was added (new pops, moved up in probability, etc..), How much was removed (deleted opps, downgraded in probability, the $ amount decreased, etc..)
Can enybody advise?
Is it possible at all via Salesforce?Thank you!2 个回答
YES!!! Totally possible. You would be able to do most of this with Historical Trending (http://releasenotes.docs.salesforce.com/en-us/winter14/release-notes/rn_186_analytics_trending.htm).Based on what you are trying to report on, I would think that creating a dashboard to show all these different metrics would be the best way to build out the reporting that you want. One thing that you cannot report on is deleted records. (You can however report on closed records.)
