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Find Deals that Have Been Pushed Out

Find Deals that Have Been Pushed Out

To focus on deals that are taking more time to close than expected, create a historical trending report that finds deals in your pipeline that have had their close dates moved to a later date.

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.
      To see Opportunities with Historical Trending, enable Historical Trend Reporting for Opportunities in Setup. For more information, see Set Up Historical Trend Reporting in Salesforce Help.
    3. Click Create.
  2. For Show, select All Opportunities.
  3. Filter for close dates that are later now than they were in the past.
    1. Click Add and select Historical Field Filter.
    2. Set Close Date (Historical) to Feb. 1, 2013.
      Tip
      Tip Use the calendar under Fixed Days to select the date.
    3. Click OK.
  4. Click the down arrow in the header of the Close Date column and select Show Changes.
  5. Click Run Report.
  6. For each deal in the report, compare the date in the Close Date — Historical column with the date in the Close Date — Today column.
    Tip
    Tip You can see changes at a glance by looking for values that are colored green or red.

See Also