---
schema_version: "1"
id: 0fb7a87db52bfe7609f9a6a233caabdc65ba0a9539a4371afcefbe9819da8f8c
title: See How Forecast Amounts Have Changed
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_historical_forecast.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_historical_forecast.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3fa249af90fc8ae2dc5b3f722e4b650d704c4b03020ca17c5ced313392f98c6a
description: Let's build a historical report, in matrix format, of the amounts your team members have assigned to each forecast category. Changes in those amounts can reveal how accurately your team is forecasting.
products:
  - Cross Cloud
release: "264"
---
# See How Forecast Amounts Have Changed

Let's build a historical report, in matrix format, of the amounts your team members have assigned to each forecast category. Changes in those amounts can reveal how accurately your team is forecasting.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Essentials</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d52060e91">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52060e91 ">To create, edit, and delete reports in
              private folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52060e91 ">Create and Customize Reports</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52060e91 ">To create, edit, and delete reports in
              public and private folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52060e91 ">Report Builder OR Report Builder (Lightning
              Experience)</td>

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

For this example, assume you're about a month into the current fiscal quarter.

1. Create a forecast history report.
    1. On the Analytics tab, select **Create** | **Report**, or on the Reports tab, click **New Report**.
    2. Find a select the report type Forecasting Items with Historical Trending. Before you can select this report type, your org must have enabled **Historical Trending for Forecasting Items**. If you don’t see the report type listed, contact your administrator.
    3. Click **Create**.
2. In the Filters area, choose **Show** | **All forecasting items**, then set up your filters.
    1. For **Date Field**, choose End Date. For **Range**, choose Current FQ. The **From** and **To** date fields automatically get the beginning and end dates for the current quarter.
    2. For **Historical Date**, choose 3 Months Ago, 2 Months Ago, then 1 Month Ago from the dropdown menu. Each date you select is added to the field.
        
        **Filter for the historical data you want.**
        
        ![Filtering for historical data](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/forecast_filters.png)
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_tip.png)
        
        Tip To move Yesterday to the right side of the field, delete it, and then add it again from the dropdown menu.
        
        If you’re using multiple forecast types, add a filter for Forecasting Type: API Name to prevent duplicate values from appearing on the report.
3. Choose the data you want to monitor for historical changes. In this case, we're interested in the category in which the changes were made and how the forecast amount changed.
    
    1. In the **Preview** pane, change **Tabular Format** to **Matrix Format**.
    2. To create a row grouping, drag the Owner: Full Name field from the Field area to the Preview pane.
    3. Drag the Forecast Category field over to the right of Owner: Full Name to create another row grouping.
    4. Drag the Forecast Amount (Historical) field to the matrix area of the Preview pane, below the yellow bar. In the **Summarize** dialog, select Sum.
    
    **Select the fields that contain the data you want to track.**
    
    ![Selecting fields with data you want to track](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/owner_field.png)
    
    Columns appear for each of the historical dates you chose in the filters area that contain records.
4. The see what data you’ve gathered so far, click **Run Report**. Then click **Customize** to keep adjusting your filters and fields if necessary.
5. After you’ve defined the data you want to track, create a chart to show it graphically.
    1. In the Preview area, click **Add Chart** and select the line chart icon.
    2. On the Chart Data tab, choose Sum of Forecast Amount (historical) for the **Y-Axis** and Snapshot Date for the **X-Axis**.
    3. For **Group By**, choose Forecast Category, and select **Cumulative**.
    4. Click **OK**, then click **Run Report** again.
6. Click **Save As**. Choose a name and folder for the report and click **Save**.