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Identify Historical Deals Over a Given Value

Identify Historical Deals Over a Given Value

Suppose you want to focus only on deals in your pipeline worth more than $5,000, but you’re not concerned about today’s fluctuations. Use a historical trending report that filters out any deal with a value that was below $5,000 yesterday.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder
  1. Create an opportunity history report.
    1. On the Analytics tab, select Create | Report, or on the Reports tab, click New Report.
    2. Select Select Report Type | Opportunities | Opportunities with Historical Trending.
      If you don’t see the Opportunities with Historical Trending report type, enable Historical Trend Reporting for Opportunities in Setup.
    3. Click Create or Continue.
  2. Select the option to show All Opportunities.
  3. Filter for historical values over $5,000.
    1. (Lightning Experience) Open the Filters pane. Click Add Filter and select Amount (Historical). For the date, select Yesterday. For the operator, select greater than. Click the gear icon, select Value, and enter $5000.
    2. (Salesforce Classic) Click Add and select Historical Field Filter. Select Amount (Historical). For the date, select Yesterday. For the operator, select greater than. Click the gear icon, select Value, and enter $5000.
  4. Run the report.
  5. In the finished report, observe that all the deals in the Amount — Historical column are worth more than $5,000.
    Tip
    Tip Values in the Amount, Close Date and Stage fields are shown in green or red to indicate the direction of change. You can reverse the colors by clicking the down arrow in the column header.

You’ve created a simple report that pulls out all the deals that have were worth more than a given amount as of a given historical snapshot date.

See Also