Hi, can anyone help me to create a report (or let me know which filters are the best) to see the total monetary value of opportunities that have been added to the sales pipeline back in 2021, 2022, 2023?
Hi @Xiawanbai,
These would be the settings that you need in a report within the custom report builder: Create reports with the custom report builder
“Close date” and “Sum” can be found in the left sidebar and then set up as shown by clicking on the pencil icon.
Under Filters, you can further specify that the Close date should be within Jan 1, 2021 and Dec 31, 2023.
Let me know if you have any follow-up questions!