Here’s the hidden gem in Salesforce that can transform your opportunity tracking!
1. Understanding Historical Trending
– Historical Trending provides visibility into changes over time for opportunities.
– It is a feature often overlooked but can be invaluable for sales analysis.
2. Setting Up the Feature
– Enable Historical Trending from the setup menu.
– Choose specific fields and objects to track changes effectively.
3. Analyzing Trends
– Utilize reports and dashboards to visualize data trends.
– Compare snapshots of opportunities to gauge performance and forecast accurately.
4. Customizing for Your Needs
– Tailor the fields you track based on your business priorities.
– Enhance insights by combining Historical Trending with other Salesforce analytics tools.
Unlock these insights for better opportunity management and sales forecasting!
You can read it here: https://sfdc.blog/uoxXT
Source from salesforceben(dot)com