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Vadivel Murugan Reports for Account
Hi All,
I want to create a report for Compare the two years last 90 days reports.
For Ex: This report must show the number of clients that bought(create opportunity) within 90 days from the last date of every month. Example: X-number of customer bought(createdopportunity) within 90 days from 31 March 2015, 30 April 2015, 31 May 2015 etc. The report must also compare 2014 to 2015
I want to create a report for Compare the two years last 90 days reports.
For Ex: This report must show the number of clients that bought(create opportunity) within 90 days from the last date of every month. Example: X-number of customer bought(createdopportunity) within 90 days from 31 March 2015, 30 April 2015, 31 May 2015 etc. The report must also compare 2014 to 2015
You can certainly do year-over-year reporting in Salesforce. First, start with an opportunity report. If you only want to compare two years, set your date range to that ("Current and Previous FY" works nicely here). Next, I would set this up as a matrix report - adding Close Date, Grouped By Fiscal Year on the left side, and Close Date, Grouped by Calendar Month in Year on the top. This will get you a basic year-over-year report.
You can use an "Age" filter to calculate the time time from opportunity open to close, and filter that for 90 days.