In a recent campaign led by our organization that works with Salesforce CRM, the sales team generated plenty of leads. The campaign lasted one month, and the sales team asked to group the generated leads in a weekly format so that they could analyze week-wise performance throughout the campaign.
As a solution for that, I created a lead report and grouped it by week. Here, I will explain to you what is grouped by week or quarter in Salesforce, and then we will see step a step-by-step explanation to create Salesforce report group by week and quarter.
Salesforce Report Group by Weeks
In Salesforce, the group-by-week filter is a feature in Salesforce reports that allows us to group records based on week dates. Grouping the data in a weekly format helps us observe the changes that occur every week.
Suppose we have a created date field in the opportunity object. When we group this date in week format, we can view the record of created opportunities in week date format. For example, if the start date of the week is 01/01/2024, then the last date will be 07/01/2024.
Create Salesforce Report Group by Week
In this example, we will create a Leads report, and I will explain how to group the records in a weekly format. We will filter the records with the Created Date field and apply the filter report Group by Week.
1. Go to “App Launcher” -> Search “Reports” -> Click on Reports. Then click on the New Report button.
2. Go to All category -> to select a report type; search “Leads,“ you can search on which object you want to create a report. -> Select Leads.
3. 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.
4. After that, click the Outline tab to select the date field to group. Then, search for and select the date field Create Date in the field