Welcome to Trailblazer Talk! In this episode, Ethan Parker and Sophia Bennett uncover one of Salesforce’s best-kept secrets: Opportunity Historical Trending. Inspired by Stacy O’Leary’s insightful guide, we explore how this powerful, free feature can transform your sales pipeline analysis without the need for costly add-ons.

Here’s what we will cover:

• What Is Opportunity Historical Trending?
• Discover how this feature allows you to track and compare changes in your sales pipeline over time, highlighting key metrics like stage and amount variations.
• Setting Up Historical Trending:
• Learn the simple steps to enable Historical Trending on Opportunities and build your first insightful report effortlessly.
• Practical Use Cases:
• See real-world examples of how sales leaders use Historical Trending to monitor pipeline progression, measure conversion rates, and make data-driven decisions.
• Benefits Over Traditional Methods:
• Understand why Opportunity Historical Trending outperforms Pipeline Snapshots and Opportunity Field History by providing a user-friendly, actionable view directly within Salesforce.
• Best Practices and Considerations:
• Get tips on maximizing the effectiveness of Historical Trending, including setting appropriate comparison dates and integrating with dashboards for enhanced visibility.

Whether you’re a Salesforce Admin or a Sales Manager, this episode will show you how to leverage Opportunity Historical Trending to gain deeper insights into your sales performance and drive your team’s success. Join us to unlock the full potential of this underrated Salesforce feature!

Listen now to enhance your Salesforce analytics with Trailblazer Talk!

Source: Salesforce Ben