The sales director at Ridgeline Supply wants one page for the Monday pipeline review: every open deal that closes this fiscal quarter, grouped by stage, with totals and a chart she can read from across the room. No spreadsheet, no rep pulling numbers on Sunday night.
I built it as a summary report on the standard Opportunities report type in Lightning Report Builder, in our Winter ’27 Developer Edition org, in eight builder steps from report type to saved folder.
Follow the same clicks and you will create a report in Salesforce that filters, groups, totals and charts your own records, then lands in a folder your team can open.