Under Select Fields, select up to eight fields to make available for Historical Trend Reporting. For Forecasting Items, the available data is selected for you. You can narrow down historic data for Cases, Opportunities and custom objects. Mention the amount of data you can use to create Historical Trend Reports by using the filters under Configure Data. You can select Cases, Opportunities, Forecasting Items and up to three custom objects. Select the objects that you want to perform Historical Trend Reporting on. NOTE – Historical Trend Reporting is activated by default for organizations that are created in Winter ‘14 and later.įrom the Quick Find Box, select Historical Trending. In order to build a Historical Trend Report, we need to setup Historical Trend Reporting first. We will create a sample Report on Salesforce. If the field permissions for the parent field change, the historical field’s permissions change accordingly. Each historical field has the same field-level security as its parent field.If the user’s permissions change and a given field is no longer visible, that field’s historical data also becomes invisible. Historical fields available to each user depending on the fields that the user can access.Following are two key considerations for historical fields: NOTE - Every field in a report comes with certain considerations and historical fields are no exception. The report shows you the deals whose value was greater yesterday than today. For example, targeting the deals in the sales pipeline that have decreased in value since yesterday. It can also help identify shrinking deals. those taking more time to close than anticipated. Moreover, Historical Trend Reporting can identify deals that have been pushed out i.e. For example, if you want to only highlight deals in your pipeline that are worth more than $10,000, Historical Trend Reporting can filter out any deal worth more than $10,000 in the set timeframe. Historical Trend Reporting can help focus on deals over a given value. These reports can compare historical and current values of key aspects of opportunities, such as status, amounts and dates, to see how the sales pipeline has changed over time. It can highlight deals whose value increased or decreased in the last three months or deals that moved into or out of a given target period. Why use Historical Trend Reporting?Ī common use case of Historical Trend Reporting is to help monitor an organization’s sales pipeline to ensure it consists of enough activities to meet current and future sales goals. three previous months and the current month. Salesforce preserves historical data for four months i.e.
The changes in data can be visually represented in tables, charts and dashboards. Historical Trend Reporting uses a special custom report type designed to focus on changes between five snapshot dates, for example, five business days or five business weeks. It allows for reporting on the standard up-to-the-minute state of the business as well as analyze day-to-day and week-to-week changes in forecasts, cases, opportunities, or values in custom objects.
Historical Trend Reporting is a niche reporting feature available on Salesforce.
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