Yes, you can. Go to Reports > Opportunity Reports > Opportunity Pipeline Trend. Note that this report only snapshots on the first of each month.
Full Answer
What is Salesforce reporting snapshot?
With Salesforce reporting snapshot, you can report on historical data, and it allows you to work with report data similar to other Salesforce records. Only authorized users can store the results of a table or summary report in a custom object field and then compare those fields with the corresponding fields on the target object.
How does saleforce integrate with Salesforce feed?
For a standard object, Salesforce will create a new object end with "Feed", and for a custom object, the object API name will end with "__Feed". While using Set History Tracking, Saleforce will create a number of records in the OpportunityFieldHistory object, based on the number of fields changed, even it happened in one transaction.
How can I use reporting snapshots to estimate the accuracy?
Using reporting snapshots can help you estimate the accuracy of your team’s projected forecasts. If you have snapshot reports categorized, you can simply pull them out and check whether your team is achieving the set goals. Also, you can compare their previous forecasts with historical performances for additional insight.
How do I create an analytic snapshot?
To create them, go to Setup > type in ‘Reporting Snapshots’ in the Quick Find Box > Click on ‘Reporting Snapshots’. Choose a name for your Analytic Snapshot and then check if the Running User has access to view the report you are placing in the custom object.
What is a Salesforce Snapshot?
Salesforce Reporting Snapshots is a little-known feature that is included in out-of-the-box Salesforce orgs and is easy to set up. Snapshots allow you to take a picture of a set of records and freeze the data on them for future reference.
How do I create a snapshot report in Salesforce?
From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots.Click New Reporting Snapshot.Enter a name, unique name, and description for your reporting snapshot.Choose a user in the Running User field by clicking the lookup icon.More items...
What is analytic snapshot in Salesforce?
Snapshot Analytics simplifies trending your Salesforce data. The template's wizard lets you snapshot either an existing CRM Analytics dataset or a Salesforce object. If you target a Salesforce object, CRM Analytics imports its data into a dataset.
Which two report formats can be used as a source report to configure a reporting snapshot choose two?
Udit. Tabular and Summary report can be used to create reporting snapshot.
How do you schedule a snapshot report?
From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots. Select the name of the reporting snapshot that you want to schedule to run. Reporting snapshots run as scheduled only if the user in the Running User field has access to the folder in which the source report is stored.
What is opportunity History report Salesforce?
View information about the history of your opportunities, including stages and close date.
Which report types may be used with analytic snapshots 2?
Which report types may be used with Analytic Snapshots? Any custom Tabular or Summary report. What are the requirements for emailing a report to users? The report must be in a public folder and the running user must have access to that folder.
What will cause the analytic snapshots run to fail?
Analytic snapshot will fail during a scheduled run if: The running user does not have access to the source report. The running user becomes inactive. The running user does not have the “Run Reports” permission. The target object has more than 100 custom fields.
What is historical trending in Salesforce?
What is Historical Trend Reporting? Historical Trend Reporting is a niche reporting feature available on Salesforce. It allows for reporting on the standard up-to-the-minute state of the business as well as analyze day-to-day and week-to-week changes in forecasts, cases, opportunities, or values in custom objects.
What is an analytical snapshot?
By creating an Analytic Snapshot, You are specifying a time and frequency for your source report to run and then be saved in the Custom Fields you created moments ago.
How to create a report in Salesforce?
How Do I Create a Reporting Snapshot in Salesforce? This guide is made up for three parts: Part 1: Creating your Report. Part 2: Creating a Custom Object to hold the Data. Part 3: Create an Automation which saves data from your source report into your Custom Object.