Salesforce Donation Insights Series: 2/3

Create Report: Sum of the Value of Closed-Won Opportunities per month

  1. Click the App Launcher Icon (9 dots in top left), scroll down and click on Reports’.
  2. Click New Report’.
  3. Select Opportunities’ from the Report Type list. Click Create.
  1. On the report, set Show to All Opportunities’, Date Field to Created Date’, Range All time’, set the Opportunity Status to All Opps’, set the field to Stage’ equals Closed Won’
  1. Change the format to Summary’.
  1. Drag across Close Date’ from the Fields panel to appear in the table. 
  1. Right click on Close Date and select Group by this Field’.
  1. Click the dropdown arrow on close date again. Then select Group Dates by’ and click Calendar Month.
  1. Click on Amount’ dropdown menu and select Summarize this Field’ and then select Sum’ and click Apply’. 
  1. Save your report accordingly. 
  1. Click Run Report.

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