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.
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.
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!
Thanks! The key point is at 2:57.
great video. really useful!
Thank you! Glad you found it helpful
very helpful, thanks!
You're welcome!
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!
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!