---
schema_version: "1"
id: 8c8d79bee6b94cecfbb88191ab32bfc9e29c28da9889918d169e2c31cce0a15c
title: Identify Shrinking Deals
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_change.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_track_pipeline_deal_value_change.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 856f2330e9da43f60e45ec539e9e415269d96066380a32b849e5cab10ac33c38
description: Historical trending analysis can help you prioritize by quickly identifying deals that are at risk. For example, target the deals in your pipeline that have decreased in value since yesterday. Use a historical trending report that gives you the deals whose value yesterday was greater than their value today.
products:
  - Cross Cloud
release: "264"
---
# Identify Shrinking Deals

Historical trending analysis can help you prioritize by quickly identifying deals that are at risk. For example, target the deals in your pipeline that have decreased in value since yesterday. Use a historical trending report that gives you the deals whose value yesterday was greater than their value today.

### 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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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d74630e78">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74630e78 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74630e78 ">
              <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 out any deal that wasn’t worth more yesterday than today.
    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.** To compare yesterday’s Amount value with today, 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), and select **Field**.
    2. (Salesforce Classic) Click **Add** and select **Historical Field Filter**. Select Amount (Historical). For the date, select Yesterday. For the operator, select **greater than.** To compare yesterday’s Amount value with today, 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), and select **Field**.
4. Run the report.

You’ve created a simple report that flags deals that have shrunk since yesterday. All the results in the Amount — Today column are shown in red, to indicate decreases in value.

![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 change the color-coding for amount changes, click the down arrow above the Change column and click **Reverse Colors**.

#### 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.")