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Trending # Opportunities and Revenue

edited May 11, 2020 3:56PM in Reporting & Analytics for Sales 5 comments

Summary

Need to show trends over time what was open in terms of opportunities and Revenue

Content

Hello,

I'm wondering if anyone has tried to do this yet with the Sales OTBI. We need to trend the # of Opportunities and Revenue over time. I've tried using the Snapshot SA and the Historical Pipeline SA and continue to get way less # of open Opportunities than I should. For example, at a certain point in time in January 2020 we had 3,000+ open opportunities. When I build out the analysis using these SAs, I'm only getting 480 opportunities. any ideas how I can show the 3,000+ open opportunities we had back in January? Or any point in time

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