The sales team generated many leads in a recent campaign conducted by our company, which works with Salesforce CRM.
The campaign lasted a couple of months, and the sales team requested that the generated leads be grouped in a monthly format to analyze performance on a month-by-month basis throughout the campaign.
As a solution, I created a lead report and grouped it by month. I will explain how to create a Salesforce Report group by month and year, followed by a step-by-step guide on grouping Salesforce reports by month and year.
Group by Month in Salesforce Report
In Salesforce, we have a feature that allows us to group the date field, which is typically used to organize report data in a monthly format. Grouping a report by month involves arranging the data in a report based on the month component of a date field.
By grouping a report by month, we can easily analyze trends, track monthly performance, and make informed decisions based on the data in the report.
Create a Salesforce Report Group by Month
In this example, we will create a Leads report, and I will explain how to group the records in a Monthly format. We will filter the records using the Last Modified Date field and apply a filter report Grouped by Month.
To create a report group by month for Leads, follow the steps below.
- Go to “App Launcher” -> Search “Reports” -> Click on Reports. Then click on the New Report button.
- Go to All category -> select a report type; search “Leads,“ you can search for which object you want to create a report for. -> Select Leads.
- Now, remove the Default Filter to display all records in the report. To do so, go to the Filters tab and apply the following filters.
- In the Show Me field, select All Leads.
- In the Created Date field, select the Range field as All Time.