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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

2 个回答
  1. 2024年8月29日 07:26

    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

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