Review our guidelines when trending Salesforce Reports.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
- Don’t attempt to trend matrix reports. These reports don’t have the required structure to be trended.
- Choose reports that have changes on a frequency matching the trending schedule you set up.
- Always clone the source reports into your personal folders. After you start trending, don’t edit the reports. Keeping the report unchanged ensures a consistent view. If you plan to share trending dashboards, save them to view-only apps. This approach keeps the data consistent and prevents anomalies from appearing on the trending CRM Analytics dashboard.
- To get focused, easily observable, and actionable insights, tightly scope source reports. For example, trend only new business deals closing in the current quarter rather than all opportunities. A broad scope makes it more difficult to spot trends.
- Group and summarize your reports in the report builder with key information before you start trending them.
- Don’t create joined reports just for trending. Trending dashboards can't be created from joined reports.