---
schema_version: "1"
id: 1357635eb651a8bd092c2e2578716d57ccfa2b547158c13600b66ab9a88803a4
title: Opportunities Questions, Sales Analytics Custom Wizard Step 5 of 9
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_sales_analytics_wizard_opportunities_step5.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_opportunities_step5.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a453c56aee20e30fd0cceb0d49b2beff52db6d8a8aad0ab55bc5ab8fc8552fd3
description: Tell Sales Analytics how you prefer to view data from the Opportunities object.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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      <thead class="slds-text-title_caps ">
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          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d124665e34">User Permissions
            Needed</th>
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      </thead>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e34 ">To create and manage CRM Analytics apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e34 ">Manage CRM Analytics Templated Apps</td>


        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e34 ">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e34 ">Edit CRM Analytics Dataflows</td>

        </tr>
      </tbody>
    </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

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.<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
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              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d124665e77">Selections made on page that lets you add data to app</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d124665e79">Question contents</th>
            </tr>
          </thead>
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              <td data-label="Selections made on page that lets you add data to app" class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e77 ">
                <ul>
                  <li>Add <em>none of</em> Collaborative Forecasting, Opportunity Splits, or Product
                    Schedules.</li>
                  <li>Add <em>only</em> Collaborative Forecasting.</li>
                </ul>
              </td>
              <td data-label="Question contents" class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e79 ">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. </td>
            </tr>
            <tr class="">
              <td data-label="Selections made on page that lets you add data to app" class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e77 ">
                <ul>
                  <li>Add <em>only</em> Opportunity Splits.</li>
                  <li>Add <em>both</em> Collaborative Forecasting <em>and</em> Opportunity
                    Splits.</li>
                </ul>
              </td>
              <td data-label="Question contents" class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e79 ">
                <p>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.</p>
                <p style="margin-bottom:0;">Selecting both Opportunity Splits and Collaborative Forecasting
                  pulls in quota data for the split type you've selected in your org.</p>
              </td>
            </tr>
            <tr class="">
              <td data-label="Selections made on page that lets you add data to app" class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e77 ">Add <em>only</em> Product Schedules.</td>
              <td data-label="Question contents" class="slds-cell-wrap" style="vertical-align:top;" headers="d124665e79 ">You see only questions 2 and 3.</td>
            </tr>
          </tbody>
        </table>
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)
    
    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](https://help.salesforce.com/s/articleView?id=xcloud.reports_historical_setup.htm&type=5&language=en_US).
- 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.