Opportunities Questions, Sales Analytics Custom Wizard Step 5 of 9

Tell Sales Analytics how you prefer to view data from the Opportunities object.

Required Editions

User Permissions Needed
To create and manage CRM Analytics apps:	Manage CRM Analytics Templated Apps
	Edit CRM Analytics Dataflows

Note This page is labeled Step 5 of 9, even though it’s the second page of questions you see after you select custom create. This step is the fifth of nine for creating Sales Analytics with the custom option.

The selections made on the page that lets you add data to the app determine the first question asked on this page. All are mandatory. See chart for details.

Selections made on page that lets you add data to app	Question contents
Add none of Collaborative Forecasting, Opportunity Splits, or Product Schedules. Add only Collaborative Forecasting.	The question asks you to select the field used to display data about the total amounts of opportunities. Sales Analytics also checks to see if your org supports Historical Trending and displays results here. If you use a custom amount field, Sales Analytics instructs you to select that field.
Add only Opportunity Splits. Add both Collaborative Forecasting and Opportunity Splits.	The question asks you to select the opportunity type you use. Sales Analytics also checks to see if your org supports Historical Trending and displays results here. You can’t select a custom amount for Historical Trending with Opportunity Splits enabled. Selecting both Opportunity Splits and Collaborative Forecasting pulls in quota data for the split type you've selected in your org.
Add only Product Schedules.	You see only questions 2 and 3.

Selections made on page that lets you add data to app

Question contents

Add none of Collaborative Forecasting, Opportunity Splits, or Product Schedules.
Add only Collaborative Forecasting.

The question asks you to select the field used to display data about the total amounts of opportunities. Sales Analytics also checks to see if your org supports Historical Trending and displays results here. If you use a custom amount field, Sales Analytics instructs you to select that field.

Add only Opportunity Splits.
Add both Collaborative Forecasting and Opportunity Splits.

The question asks you to select the opportunity type you use. Sales Analytics also checks to see if your org supports Historical Trending and displays results here. You can’t select a custom amount for Historical Trending with Opportunity Splits enabled.

Selecting both Opportunity Splits and Collaborative Forecasting pulls in quota data for the split type you've selected in your org.

Add only Product Schedules.

You see only questions 2 and 3.

Note To enable Historical Trending, go to Salesforce Setup, type Historical Trending in the Quick Find box. Select the Opportunity object and check the fields you want to enable. See Set Up Historical Trend Reporting.

Question 2, mandatory: Your answer designates the field used in the second source data filter, which comes from your opportunities. (The first pertains to the Accounts object, which is covered in the previous wizard page.)
Question 3, required. Your answer determines the way dashboards identify that an opportunity in Salesforce is new business.