We will learn about how to Create an Average Deal Report in this Salesforce tutorial. Creating an Average Deal Report is possible in both editions i.e. Salesforce Lightning and Classic. This report is not an in-built report in Salesforce, so we will create this report with customization and adding filters.
Average Deal Report in Salesforce
In Salesforce, the Average Deal Report is a custom report that is created with the help of opportunity records. This provides insights into the average value or size of deals or opportunities over a particular period of time. The Average Deal report is commonly used by sales teams to analyze their performance in sales and make efficient decisions according to that.
While working as a system admin for an organization that provides tech solutions and uses Salesforce as their primary CRM tool to track Client activities and data. I was asked to create an Average deal report for the opportunity records so that the sales team could analyze their sales performance by calculating the average deal size for a specific time period.
In the below steps, I will explain the method of creating an Average Deal Report in Salesforce with the help of examples.
Read How to Create a Revenue by Lead Report in Salesforce
Create an Average Deal Report in Salesforce Lightning
To Create an Average Deal Report in Salesforce Lightning, go to the Setup page 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 click on the Sales app.
Step-2: In the Sales application click on the Reports tab.
Step-3: In the Reports window, click on the button New Report in order to create a new Average Deal Report in Salesforce Lightning.
Step-4: We will select the Category and Report type for the new report in this step. In the Category section on the left-hand side choose Opportunities and in the Report Type again select Opportunities. At last, go to the Details section in the right sidebar and click on the Start Report button.
