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Rachael 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?
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?
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