function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Rachael SochaRachael Socha 

Reporting on Data From a Previous Month

Hello!

I am working on building a month over month report for our pipeline. Essentaially I would like to compare the dollar amount in each stage of the pipeline to the previous month. Is there a formula I can use to create a feild that shows me the amount of money in each stage of the pipeline last month?
Ashish Singh SFDCAshish Singh SFDC

Hi Rachael,

I think you can leverage the Historial trending report for this (https://help.salesforce.com/articleView?id=sf.reports_historical_opportunities.htm&type=5).

Please checkout below links:
1. Calculate Year-over-Year (YoY) or Quarter-over-Quarter (QoQ) in reports (https://help.salesforce.com/articleView?id=000338843&type=1&mode=1)
2. Comparing Sales Month over Month (MoM), Year over Year (YoY), and Year to Date (YTD) over the Previous Year to Date (https://blog.mountainpoint.com/salesforce/formulas-to-compare-sales-data-in-salesforce)
3. Reporting by Month and Year with Salesforce Reports (https://focusonforce.com/analytics-and-reporting/reporting-by-month-and-year-with-salesforce-reports/)
4. Row Level Formula in Report (https://www.salesforceben.com/summary-formulas-vs-row-level-formulas-in-salesforce-reports-examples/)

Try to search Product on Appexchange offering related services.

Thanks,

Ahsish Singh
Felicyta FelicytaFelicyta Felicyta
Today, there are many ways to generate money online, and many of them, in my opinion, are simple and do not require any special knowledge. In a reliable, legal online casino in Poland, the player can expect an exciting experience and a great chance of winning big. But first, you need to understand how to choose the best Polish online casino. The reader can get to know all the key features of the best online casino by reading the article at https://polskiekasynaonline.org/ The best online casinos for Polish players are also included.