---
schema_version: "1"
id: d77041e965c7792c3e91a4e05c46472240e6f860b4bc2a0dfdf7327dedc8b63d
title: Identify Historical Deals Over a Given Value
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_track_pipeline_deal_value.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_track_pipeline_deal_value.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 614a6a96e83edd968a9f58be86f0fe58e970d6dbed0a03bb4d7bbcd3bb8864b3
description: 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.
products:
  - Cross Cloud
release: "264"
---
# 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

<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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <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>
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d54221e78">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d54221e78 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d54221e78 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>

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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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_settings_gear.png), 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_settings_gear.png), 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](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 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

- [Set Up Historical Trend Reporting](https://help.salesforce.com/s/articleView?id=xcloud.reports_historical_setup.htm&type=5&language=en_US)
- [Opportunities with Historical Trending Report](https://help.salesforce.com/s/articleView?id=analytics.reports_opps_trending.htm&release=264.0.0&type=5 "The Opportunities with Historical Trending report is a custom report type designed to help you analyze historical trends in your sales pipeline.")