How to Create and Run Your Weekly Opportunities Report in Salesforce
DG

Dan Giovacchini

Created Feb 17, 2022

How to Create and Run Your Weekly Opportunities Report in Salesforce

This Workflow shows how to run your weekly report for the team meeting. Everyone exports and submits their pipeline to the meeting leader 24 hours ahead of time so the group can review together.

3150
    t

Force

8 Steps
1

Go to "Reports"

Go to "Reports"
2

Click on New Report

Click on New Report
3

Click on Opportunities

Click on Opportunities
4

Click on Filters

Click on Filters
5

Click on Current FQ (Jan 1, 2022 - Mar 31, 2022)

Click on Current FQ (Jan 1, 2022 - Mar 31, 2022)
6

Click on 'Range dropdown

Click on 'Range dropdown
7

Change to All Time and Apply

Change to All Time and Apply
8

Click on Refresh

Click on Refresh
    t

Force

12 Steps
9

Click on 'Probability' filter

Click on 'Probability' filter
10

Change to > 50% and Apply

Change to > 50% and Apply
11

Add an "amount" filter

Add an "amount" filter
12

Set as "greater or equal"

Set as "greater or equal"
13

For value "30,000" and Apply

For value "30,000" and Apply
14

Click on Save & Run

Click on Save & Run
15

Name as "Weekly Priority Opportunities Report"

Name as "Weekly Priority Opportunities Report"
16

Add a description and "Save"

Add a description and "Save"
17

Click on Report: Opportunities…

Click on Report: Opportunities…
18

Boom! Now click on the 'More Actions' arrow

Boom! Now click on the 'More Actions' arrow
19

Export as .xlsx

Export as .xlsx
20

🎉 All Done! 🎉

Well done!
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