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Gwen ONeill 9 Quarterly / annual trend
I am trying to create a report showing trends over quarters and annually for various Date fields. What we need is to show what date changes occur in several custom date fields. I know you can do historical trending in Opportunities and wanted to try to do something similar in Accounts. Has anyone done this? Or possibly have suggestions to make this work? Is the only possibility to use Snapshots? Thanks in advance!
You can try checking on Trend Salesforce Reports in CRM Analytics.
https://help.salesforce.com/s/articleView?id=sf.bi_trend_create.htm&type=5
https://www.salesforceblogger.com/2022/09/28/how-to-build-a-compound-annual-growth-rate-model-in-crm-analytics/
Please mark as Best Answer if above information was helpful.
Thanks,