收藏Sülgün Rejepova 发布于 ESG Reporting & Disclosure (原提问者 Sülgün Rejepova)2024年8月26日 16:04Sülgün 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. BR显示更多添加评论撰写评论...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
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. BR显示更多