How to Create a Closed Won Opportunities by Month Salesforce Report
Вставка
- Опубліковано 7 вер 2024
- ⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/...
Learn how to create Closed Won Opportunities by Month Salesforce report.
▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/y...
🤖 LIVE SALESFORCE FLOW CLASSES: go.rotive.io/l...
⚡️ SALESFORCE COURSES:
→ The Salesforce Reporting Crash Course for Beginners: go.rotive.io/r...
→ The Pardot (MCAE) Course for Beginners: go.rotive.io/p...
→ DIY Pardot (MCAE) Implementation Course: go.rotive.io/d...
→ FREE The Salesforce Validation Rules Crash Course for Beginners: go.rotive.io/v...
🍎 VIEW ALL COURSES AT ROTIVE ACADEMY: go.rotive.io/a...
-------------------------------------------------------
Rotive is an official Salesforce Partner that helps small businesses automate their processes.
📍 Visit our website: go.rotive.io/h...
👍 Follow us on LinkedIn: go.rotive.io/LI
Thanks! The key point is at 2:57.
Hi, If we want to sum only closed won amount? What should be the approach? Actually what formula we should use over such case
No formula is needed. Click the down arrow next to the Amount Field a the top of the column. From there you can summarize and select sum. It will add up the amount values and display the results at each grouping level.
Thank you
You're welcome!
great video. really useful!
Thank you! Glad you found it helpful
very helpful, thanks!
You're welcome!
How do we do to have in the graph months with 0 won ? Ex: no won on October so the graph will just show Sept, Nov, Dec, etc
Unfortunately this report will skip a month with zero records in it. The months are simply the result of grouping data. If there is no data for October, there is no group.
If this is a common issue, you could look at leveraging the Forecast feature to group Opportunities. You would start with a quota record for each month and could then group opportunities underneath the quota/forecast item record. That quota/forecast item would still be there in your chart even if you didn't have any opportunities underneath it. This is a more complicated approach. Let us know if you'd like us to make videos on it.
@@Rotive I would love to see a video about this!
How o create a closed won by product and the days that took the opp to closed win??
Hey Classytech, You'll need to create a report based on the Opportunities with Opportunity Products report type or something similar. Then you'll have all your line item data along with the opportunity record data. Many opportunities include an Age field that is just a formula of either Today's date minus the created date or closed date minus created date. Hope that helps!