How do I adjust the data in the chart/table in Trend?

You can adjust the data in the chart/table in Trend using the Filters and Chart Settings at the top of the chart. The Filters are the same reference fields as you have in your Opportunities Module.

Oct 30, 2023
Knowledge

Created Date

10/11/2026, 7:29 AM

Last Published Date

10/30/2023, 8:57 PM

Article

How do I adjust the data in the chart/table in Trend?

You can adjust the data in the chart/table in Trend using the Filters and Chart Settings at the top of the chart.

The Filters are the same reference fields as you have in your Opportunities Module.

The Chart Settings allow you to select the amount field you want to use to roll up, and how you want to break down the table in Trend by either stage or forecast category (or any picklist field that you're history tracking).

Further Learning

To learn more about how to adjust the Chart Settings and Filters, check out our article on Chart Settings in Analytics.