Hi there, so I think you are asking to generate a report where you can see the Total Amount of Sales from 2020 next to the Total Amount of Sales this Year? If so, you can do it many ways, but you can create an Opportunity Report with the the Date Range as 'This Year and Last Year' or to set a custom date with your own start and end dates. Then in the report include the fields you want to see, including Close Date and Amount fields. Then in the toggle for the Close Date, set it as the Grouping. Then in the same Close Date toggle set it to 'show dates by' Year, so then you'll end up with a summary report with the groups as 2020 and 2021 (or whatever years you've added in the data to show). Don't forget to SUM the Amount field column too (click the toggle on the Amount column and SUM). You can also show as a Matrix report too with Amount as the other grouping...to do that just add Amount as the second group. Hope that helps! :)
Thankyou so much, you're making my learning easier 🙏
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Finally a video about Salesforce Reports! Hope it's useful. Let me know if there are any suggestions for types of reports you're struggling with :)
Hi Adam! I can make report type with pass year sales and currently sales in this year? Or any formula to see sales past year vs sales currently year
Hi there, so I think you are asking to generate a report where you can see the Total Amount of Sales from 2020 next to the Total Amount of Sales this Year?
If so, you can do it many ways, but you can create an Opportunity Report with the the Date Range as 'This Year and Last Year' or to set a custom date with your own start and end dates. Then in the report include the fields you want to see, including Close Date and Amount fields. Then in the toggle for the Close Date, set it as the Grouping. Then in the same Close Date toggle set it to 'show dates by' Year, so then you'll end up with a summary report with the groups as 2020 and 2021 (or whatever years you've added in the data to show). Don't forget to SUM the Amount field column too (click the toggle on the Amount column and SUM). You can also show as a Matrix report too with Amount as the other grouping...to do that just add Amount as the second group. Hope that helps! :)