In this Salesforce tutorial, we will learn about creating a report for weekly opportunities in Salesforce Lightning and Salesforce Classic. We will create this report with customization from scratch that involves changing the table format, which we will see in this tutorial.
Weekly created opportunities Report in Salesforce
A Salesforce report created for weekly opportunities is a custom report that provides data for the sales opportunities that have been created within a specific week. This report can be used to track and analyze the progress of sales every week.
While working as a system administrator for an organization that uses Salesforce as its primary CRM to track customer activities and data. I was once asked to make a report on weekly created opportunities so that the sales can monitor the progress of new opportunities and make efficient decisions according to that.
In the below steps, I will explain to you the method of creating a report for weekly created opportunities with the help of an example.
Create a report for weekly created opportunities in Salesforce Lightning
To create a report for weekly created opportunities in Salesforce Lightning, log in to your Salesforce account and follow the steps below.
Step-1: On the Setup page of Salesforce Lightning, click on the App Launcher and search for sales; then, from the options in the dropdown select the Sales option under the heading Apps.
Step-2: In the Sales app, click on the Reports tab.
Step-3: In the Reports window, click on the button New Report that is on the upper left side of the screen.
Step-4: In this step, we have to select the Category and Report type for the new report. Since we are creating a report related to the opportunity in the Category section on the left-hand side select Opportunities.
In Report Type Name again select the Opportunities as report type and then click on the Start Report button on the right-hand side.
Step-5: As we click on Start Report, a report table will be generated but here we need to apply filters to make this report according to the opportunity report, and to do that click on the Filters tab on the left-hand side.
In the filters, set the Show Me field as All Opportunities and the Close date as the time duration you need for weekly opportunities. For example, I have selected the close date as the Current FQ. At last select Opportunity Status as Any to include all types of opportunites.
Step-6: After adding Filters, click on the Outline tab, and from the Columns section drag Created Date to the Growp Rows section from the Columns section remove the columns that are not required for the weekly created opportunity report. For example, I have selected the columns Opportunity Name, Fiscal Period, Amount, and Close Date.
Step-7: In this step, go to the report and click on the drop-down of the Closed date group row, and in the dropdown click on the option Group Date By and then click on Calendar Week for the weekly format.
Step-8: After applying the above settings, we can see the Created Date column is showing Opportunities in the weekly format now to display these opportunities in an organized way, we will add a chart here and to do that click on the Add Chart button.
Step-9: Now we can see the report is displaying a chart with weekly created opportunities and a preview of the report below. Now we need to save & run a report to view all records of this report and to do that click on the Save & Run button.
Step-10: In this enter details to save this created report. In the Report Name field enter the report name relevant to the opportunity report. For example, I have entered the Report Name as Weekly Created Opportunities, and entering the report name will auto-fill the Report Unique Name field.
In the Folder section select the Public Reports folder to make this report visible to all users. Click on the Save button after making the above changes.
As we click on the Save button the Report will be saved in the list of reports and it will run in the next window where we can see all the records related to this report.
In this way, we have successfully created a report for weekly created opportunities in Salesforce Lightning with the help of the steps above.
Create a report for weekly created opportunities in Salesforce Classic
To Create a report for weekly created opportunities in Salesforce Classic, go to the Home page of Salesforce Lightning.
Step-1: On the Home page of Salesforce Classic, click on the Reports tab
Step-2: In the Reports & Dashboards window, click on the New Report button to create a new report for weekly created opportunities.
Step-3: In this step, we have to select the report type for the weekly created opportunities report. Here, select the report type Opportunities, and click on the Create button.
Step-4: In this step, we will apply filters to select opportunities and time duration for the report, to do that go to the Filters section that is at the top of the report table and select the Show field as All Opportunities and Opportunity Status as Any to display all opportunity types.
Set the Date Field as Close Date and in the Range field select the time duration for the records you have to display in the report. For example, I have selected the range as the Current Financial Year.
Step-5: After applying the above filters, go to the report table click on the dropdown arrow on the Tabular format, and from the option select Summary from the options.
Step-6: From the list of columns on the right sidebar select Close date and drag it to the Drop a field here to create a grouping field on the table.
Step-7: Now click on the dropdown of the Close Date group row and in the dropdown click on Group Dates By and then select Calendar Week.
Step-8: After applying the above changes we can see that the Close Date group row is showing created opportunities in Week format. Here, we will add a chart to this report to display these weekly opportunities in an organized way, and for that click on the Add Chart button.
Step-9: On adding the chart we can see weekly created opportunities with the record count in the chart. Now, click on the button Run Report to view all records related to this report.
Step-10: As we click on Run Report, we will get all the records related to this report in the new window. Here, click on the Save As button to save this button.
Step-11: In this step, we will enter details to save this report. In the Report name field enter the name relevant to the report for example I have entered the Report Name as Weekly Opportunities. On entering Report Name it will auto-fill Report Unique Name.
In the Report Folder select Unfiled Public Report so that all users can have access to this report and last click on the Save button.
Now we have successfully created and saved a Report for weekly created Opportunities in Salesforce Classic with the help of the above steps.
In this Salesforce tutorial, we have learned to Create a report for Weekly Created Opportunities in Salesforce Lighting and Classic editions. In addition to this with the help of examples and scenarios explained above we get to know about the need to create a report for weekly created opportunities in Salesforce.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.