historical trending reports in salesforce
TRANSCRIPT
Historical Trending
Ori EzraDirector of PS15/01/17
Agenda
•Historical Trending Overview
•Limitations
•Why is it needed?
•Getting started
•Usage suggestion
•Historical snapshots
•Historical Filters
•Color coded changes
•Useful links and guides
Overview
•Historical Trending reports lets you analyze day-to-day and week-to-week changes.
•Works in opportunities, cases, forecasts, and up to 3 custom objects.
•Every change is highlighted in color.
•You can trace the changes in a glance.
Overview•Select up to 5 snapshot dates to compare.
•Use up to 4 historical filters.
OverviewCompare current and historical values side
by side
Changed Number, Date, Currency and Picklist
values are color coded
Limitations• Historical data is retained for the previous 3 months and the current month
(total 4 months).• The 5 pre-selected fields on Opportunity are always trended and can’t be
disabled.• These field types are supported: Number, Currency, Date, Picklist, lookup.• There is a row limit per object, the admin is alerted by email when any
object reaches 70% of the limit, and again if the limit is exceeded.• Up to 100 fields can be trended per object.• Historical trend reporting with charts is supported in Lightning Experience,
but tabular views of historical trend reports aren’t available.
Opportunity Example
Why is this needed?
10,000$
Prospecting
30/01/17
10,000$
Prospecting
30/01/17
10,000$
Negotiation
30/01/17
12,000$
Negotiation
30/01/17
12,000$
Negotiation
30/02/17
12,000$
Negotiation
30/02/17
12,000$
Negotiation
30/02/17
12,000$
Negotiation
30/02/17
Getting Started•To enable Historical trending:
From Setup, click Customize | Reports and Dashboards | Historical Trending.
Enable for objects you wish to trend
Use filters to control the amount of trended data
Some fields on Opportunity and Forecasting are always trended
Choose other fields you wish to trend (up to 8 in each object including default)
Getting Started
•When enabling trending for an object, Historical Trending reports will be created automatically under that object.
Usage Suggestion•Track changes in your sales pipeline.
In a glance using the color coded fields.
•Identify Historical deals over a given value.Using a historical filter.
•Find deals that have been pushed out.When Close Date is later than historical Close Date using historical filters.
•Identify Shrinking Deals.When Amount is less than Historical Amount using historical filters.
Historical Snapshot
•Use up to 5 snapshots in each report.
•Use fixed days or rolling days.Specific Dates
always the same number of days before day of running
the report
Historical Filters
•Use up to 4 Historical Filters in each report.
•Compare a historical trended field from a certain date or any date to a current field or specific value.
Color Coded Changes•Changes in Number, Currency and Date fields are colored in green and red.
•A growing Amount should be green, unlike a growing Close Date (pushed Opportunity) that should be red.
•Reverse colors to easily view and understand the data
Useful Links
• Reporting on historical changes in your data
• Hands-on Training: See Where You're Going with Historical Trend Reporting
Questions??
