Content Description: Salesforce Historical Trends provides a consolidated view of open pipeline volume and value over time. Users can compare year-over-year trends, review pipeline progression and stage distribution, and monitor current-quarter pipeline velocity and closed-opportunity performance leveraging Salesforce Data.
Prerequisites
- Fusion Data Intelligence Release: 26.R2 or higher
- Ensure the relevant FDI application and functional areas are activated in your FDI instance:
- Application: Fusion CX Analytics
- Functional Area: Salesforce- Sales
- Salesforce Connector is Configured
Content Type: AI Data Agent + Workbook
Target Persona: Sales Operations, CRO
Subject Areas: SF Opportunity Historical Trends
Business Use Case/Questions:
- How are open opportunity count and pipeline value trending by quarter?
- How does the current pipeline compare with the prior year?
- How is pipeline distributed across the current and future quarters?
- Which sales stages contain the largest opportunity volume?
- How has total open pipeline changed across historical snapshots?
- What is the current-quarter pipeline velocity?
- How many opportunities are open and won in the current quarter?
- What is the average revenue of won opportunity lines?
Pre-Requisites: 26.R2
Download: Content Library
Best Practices:
- Use the Enterprise Year and Enterprise Quarter filters to focus your analysis on the desired reporting period.
- The AI Assistant does not currently take workbook filters into account when generating responses. Include filter criteria in your prompt when needed.
We’d love to get your feedback and business use cases to help build a more sample FDI content.
