How do I generate opportunities won by month/sales rep report?

• Login and access the Opportunities app from the universal menu.
• Click on the Reports icon on the App Header.

• In the Reports Page, scroll down the left panel reports to view the Opportunities Closing by Month.

• You can view the current month opportunities report that is in the closed-won stage.

• To get the customized report, click on the Filter Icon.
• Set the Start Date and the End Date of the Opportunities.
• Then, click on the View Report.

• Based on the Start Date and the End Date you will be able to get the reports of the Opportunities that are in the Closed Won stage.

• Scroll down to view the details Report data.
• To Export the Report, click on the Export button and select the.CSV.
• All Fields - You will get all the Fields of the opportunities in the Exported excel report.
• Current View - You will get only the fields listed in the Report view in the Exported excel report.

• Your Report will get downloaded in the Excel file based on the selected month.

Related Links

• Generate a list of lead source performance.
• Generate a list of the sales forecasts.
• Generate a list of opportunity stage performance.
• Generate opportunity by customer.
• Generate a list of opportunities by lead source.
• Generate a list of opportunities by activity report.
• Generate a list of opportunities listing for a period.
• Generate reports in opportunity.
• Generate estimates from opportunity.
• Generate opportunities by type report.
• Generate reports for open opportunities by month.
• Generate reports for opportunities by type.
• Generate reports for the sales pipeline.
• Generate opportunities lost by month/sales.
• Generate an invoice from opportunities.
• Generate a list of opportunities by customers.