What conversion rate does Historical Trending use? - Answers - Salesforce Trailblazer Community
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Bob ClementsBob Clements 

What conversion rate does Historical Trending use?

I'm creating an "Opportunities with Historical. Trending" report that compares the current pipeline to 7 days ago and 1 month ago.  The problem is that the total pipeline from this report is different then reports that do not use Historical Trending.  This creates credibility issues with my uesrs.

The problem seems to lie in the conversion rates.  It looks like Historical Trending is not using the current conversion rate but uses an older conversion rate.  Does anybody know what conversion rate Historical Trending uses?  More importantly, is there some way to specify which conversion rate Historical Trending should use?

Derek DavisDerek Davis

Hi Bob - To answer your question I think it would probably help to have a good understanding how Reporting Snapshots work. I would recommend checking this out documentation:  https://help.salesforce.com/apex/HTViewHelpDoc?id=data_about_analytic_snap.htm

Here is an excerpt: 
"A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
After you set up a reporting snapshot, users can:Create and run custom reports from the target object.
Create dashboards from the source report.
Define list views on the target object, if it's included on a custom object tab.

For example, a customer support manager could set up a reporting snapshot that reports on the open cases assigned to his or her team everyday at 5:00 PM, and store that data in a custom object to build a history on open cases from which he or she could spot trends via reports. Then the customer support manager could report on point-in-time or trend data stored in the custom object and use the report as a source for a dashboard component. For the total number of reporting snapshots you can create, see Salesforce Limits." 

If you are currently utilizing report snapshots, then it would store the data using the conversion rate at the time that the snapshot is taken. I haven't had to personally deal with this, but I can see how it would cause issues with not getting an apples-to-apples comparison on historical reports generated from these snapshots. 

Reporting snapshots allow you to track the percent of change overtime, but since these number are skued by the currency rate changes then you may need to get creative. 

This is just a thought... please let me know if it works: 
Since the Report Snapshot stores the report results to a custom object, and then creates the trending report from that object... try getting the active exchange rate added to each record that is stored to the custom object. This would allow you to see how the exchange rate changes over time. If you could create a default relationship from each record that's created in this object to a location showing the "current" exchange rate, then you could probably use some math and a cross object formula field to equalize things. 

I hope this is helpful! Good luck!