I am very interested, Ionut-Cosmin L.. I appreciate your knowledge 😃 . Can you let me know what the name of that AI callbot's tool is?
The issue with Historical Trend Reporting is that it doesn’t count closed Opportunities as a decrease in value, so here are a couple of ways to work around it: 1. Try Using a Reporting Snapshot Since Historical Trend Reports have this limitation, Reporting Snapshots can help track Opportunity Amount changes over time. You can:
Create a custom object to store daily or monthly Opportunity Amount snapshots.
Set up a Reporting Snapshot to capture Opportunity Amounts automatically.
Use a formula field to compare the latest snapshot with the one from 30 days ago.
Build a report using this data to see total increases or decreases, including closed Opps.
Here's a reference in case you need help setting it up: Salesforce Reporting Snapshots 2. Use a Row-Level Formula in Your Report If you want to work within a standard report, you can create a row-level formula:
Add a custom formula field on the Opportunity that keeps the Amount for open Opps but sets it to 0 when closed.
In your report, create a row-level formula that calculates the 30-day change dynamically.
More details on row-level formulas here: Salesforce Row-Level Formulas 3. Fix the Grouping Issue in Historical Trend Reports If the “Change” column disappears when adding grouping:
Try using a Matrix Report with Opportunity Amount and a row-level formula for tracking changes.
Consider a Joined Report comparing two different timeframes (now vs. 30 days ago).
Hope this helps! Let me know if you need more details. 🚀
