1. Creating and Administering Analytics
  2. Create and Filter an Historical Trending Analysis

Create and Filter an Historical Trending Analysis

Looking at a broad view of your pipeline helps you get a sense of what things might look like in the future.

How to Create an Historical Trending Analysis

Historical Trending analytics use the subject area Sales - CRM Opportunity Sales Stage Snapshot. This subject area is specifically designed for reporting on opportunities and revenues against their daily, weekly or monthly (depending on the enterprise calendar period setup), quarterly and yearly trends or to compare opportunity and revenue data against specific points in time.

To Create an Historical Trending Analysis:

  1. Navigate to BI.

  2. Choose New.

  3. Select Analysis.

  4. Select the Sales - CRM Historical Pipeline subject area. You may need to scroll down.

  5. In the regional area, expand Opportunity.

  6. Double-click Opportunity Name to add it to the Selected Columns section. You may need to scroll down to locate Opportunity Name.

  7. Add Owner First Name.

  8. Add Owner Last Name.

  9. Expand Customer and add Customer Name.

  10. Collapse Customer and expand Industry.

  11. Add Industry Name and collapse Industry.

  12. Expand Product and add Product Name.

  13. Collapse Product and expand Revenue.

  14. Add Revenue ID and collapse Revenue.

  15. Expand Pipeline Snapshot Date.

    Notice that you can choose a pipeline date, period (week or month), quarter, or year.

  16. Add Pipeline Snapshot Date and collapse Pipeline Snapshot Date.

  17. Expand Historical Pipeline Detail Facts.

    Notice that you can add facts on revenue lines, open or closed opportunities, or both.

  18. Add Opportunity Line Revenue.

  19. Verify your columns.

    After you create a historical trending report, you should create filters for your report. The next section shows you how.

Filtering Historical Analytics

You can filter your analytics to show open or closed opportunites, and more.

  1. Click Create a filter for the current Subject Area, in the local area, under Filters.

  2. In the drop-down list, click More Columns.

  3. In the dialog box, expand Opportunity.

  4. Select Opportunity Status Category.

  5. Click OK.

  6. Verify that Operator = is equal to / is in.

  7. Select Value = OPEN.

  8. Click OK to close the New Filter dialog box.

    After creating your filters for your historical trending report, name and save your analysis.