Salesforce Opportunity Trend Report by Rowalim Technologies

OPPORTUNITY TREND REPORT:  The following is an opportunity trend report that shows the historical development of the opportunity pipeline per month. The report is summarized by Historical Close Date and the opportunity stage is Closed Won. For each Historical Close Date, the Sum of Historical Amount is shown in the Bar Graph below:

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Sales Pipeline by Stage in a Bar Chart

SALES PIPELINE BY STAGE IN A BAR CHART : The following summary report creates a sales pipeline for the object Opportunity. The report is grouped by Stage field and the Summarized field is Amount which is sorted in ascending order.

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The following report shows different opportunity an case records for each account

The following report shows different opportunity an case records for each account:

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Joined Report that compares the tickets sold in the previous year and in current year

Joined Report that compares the tickets sold in the previous year and in current year: The report is filtered by :

Date of Purchase equals this year

Date of Purchase equals last year

To add a chart in joined reports we should do grouping of fields. Here the Destination field is grouped.

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Using the Opportunity report by Rowalim Technologies

Closed Won Opportunity by Month – This pipeline is created by using the Opportunity report.

The records are grouped by Close Date Field, Amount Field and Account Name Field.

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Salesforce User Login Activities Report by Rowalim Technologies

User Login Activity Report - The following report tells us how many times a user logs in from their browser.

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Creating a reports on Opportunities by Rowalim Technologies

Question: How to create a report on opportunities that show the opportunities that are “Closed Won”, “Prospecting”, “Qualification” all in a single report ?

Answer: It is possible by using a joint report. With joint reports we can use data from multiple reports in the single report by creating blocks for each report.

Choose the Opportunity report type and create 3 blocks each with the fields- “Opportunity Name”, “Amount”, “AccountName”.

Now add the filter criteria to each block.

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