Build a custom report
Build your own report in the report builder, for example open deals by source, and save it as a card on your dashboard.
What you will learn
- Pick the data
- Click New report on a dashboard and choose a data source, such as opportunity records. Stage history and comments are there too. The preview updates as you go.
- Group and filter
- Add a field to group by, such as Source, then add a filter, for example Stage is none of Won and Lost, so only open deals count.
- Chart and save
- Under Visualization, pick a chart; ones that don't fit the data are greyed out. Name the report and save it as a card you can edit from its menu.
Reports & automation
5 lessonsApprox. 14 min
Your progress0%
Related articles
- Dashboards & reportsFollow your team's numbers on ready-made dashboards, build your own reports, share a read-only link and get reports in your chat app.
- ReportingBuild custom reports on pipeline activity, win/loss outcomes, and stage-by-stage deal drop-off to make decisions backed by real customer data.
- Deal ManagementManage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.