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Greg LovelidgeGreg Lovelidge 

Reporting Challenge: pipeline opportunity stage report snapshot

I'm trying to create a chart that shows the last 12 months of opportunities but instead of showing where the opportunities stages are at the time of viewing the report, I want to show where the opportunities were at a given point during that month (for example, the middle of the month).


See the image for clarification:

 

Is there any way to view a "snapshot" of where a month was without any custom development?

 

Thanks for any help.

Best Answer chosen by Admin (Salesforce Developers) 
sfdcfoxsfdcfox

Yes, you can. Go to Reports > Opportunity Reports > Opportunity Pipeline Trend. Note that this report only snapshots on the first of each month. Finer granularity (i.e. 15th of each month) requires a better reporting tool; this data exists, but not in a reportable format.

All Answers

sfdcfoxsfdcfox

Yes, you can. Go to Reports > Opportunity Reports > Opportunity Pipeline Trend. Note that this report only snapshots on the first of each month. Finer granularity (i.e. 15th of each month) requires a better reporting tool; this data exists, but not in a reportable format.

This was selected as the best answer
Greg LovelidgeGreg Lovelidge

Thanks so much.. I knew there had to be a simple solution.