Build a custom report
Build your own report: pick the data, group it, filter it and add it to your dashboard.
What you will learn
- Data and grouping
- Choose a data source such as opportunities and group it by a field such as the sales owner.
- What to measure
- Switch from a count to a sum and pick the field to add up.
- Filter and chart
- Filter out the deals you don't want, choose a visualization and show the values on the chart.
Reports & digests
3 lessonsApprox. 9 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.