Historical Trending (Available only on Classic)
Historical trendings allow users, with reports, to compare refreshed datas with historical datas.
Once it’s activated, this feature store datas of the last three months, and allow to compare those values in reports. Furthermore, once its activated, a report type will be created for each object. Datas will be analysed and compared to five historical dates and details datas will be highlighted.
- If the amount increases, the refreshed value will appear in green.
- If the stage changes, it will appear in orange.
This feature is available for Opportunity, Cases, Forecasts and custom objets.
Up to 8 fields could be selected and tracked for each object, except for Opportunity where 5 fields are already selected (Amount, Close Date, Probability, Stage and Forecast Category).
Each historical trendings reports can contain up to five millions rows. It can be necessary to use filter(s) to respect this limit.