I have the following use case:
Users want to be able to track stalled opportunities. To do this they need to see how long opportunity close dates have been pushed into the future. Now I know that this can be done by enabling trend reporting. However, users want to be able to utilize the summaries of this data (the output report itself) over the course of several years.
So for example: During the month of June, "ABC Opp" is expected to close in August. At some point in July "ABC Opp" the close date is changed (pushed) to September.
Users need to be able to generate a report that shows the increase (or decrease) in the time until the opp is expected to close, and the reduction (or increase) in the opportunity amount. So the report should look something like this:
Opp Name | Expected Close Date | Increase in close date | June: ABC Opp | August | 0 | July: ABC Opp | September | 30 |
This report will facilitate short term tracking of the opportunity, but users will need to be able to look back at summaries of this data for least 3 years. For example they will need to be able to compare their opp pipeline to last years pipeline to see of the expected average close dates were similar during June.
I have thought, why not just use reporting snapshots and report on those (over trend reporting). However, from what I understand of reporting snaps shots.. I can generate a report similar to this, but it will require a lot of custom formula fields to generate the increase/decrease in close date fields, which would not be a maintainable long term solution for the user.
Which leads me to the focal point of this question. If I enable trend reporting can I then take reporting snapshots of the output data stored in the trend report? Can I then use that data in future reports to compare monthly averages?