SF - Opportunity Historical Trend
Description
The data is sourced from Salesforce CRM and this subject area enables you to track and report on historical Opportunity data as it changes over time.
Business Questions
This subject area can answer the following business questions:
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How did the opportunity revenue amount change over time (or any other opportunity attributes)?
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What are the number of changes to Expected Close Date for a given Opportunity?
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Which are the Accounts with most Changes to Opportunity Amount and Date?
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Who are the Sales reps with the most changes to their Opportunity dates and Amount?
Job Roles
The following job roles secure access to this subject area:
Duty Roles
The following duty roles secure access to this subject area:
Primary Navigation
Navigator > Sales > Opportunities
Time Reporting
This subject area supports historic analysis/time-based reporting of Opportunity based on the Opportunity Historical Date.
Time dimension is linked to There are multiple role playing time dimensions achored to the following dates: 1. Opportunity Historical Date 2. Opportunity Close Date 3. Opportunity Created Date.
Transactional Grain
This subject area returns data at the grain of the Opportunity Historical Day level.
Special Considerations
None.