Quick summary
To group by month in a Salesforce report, open the report, add Close Date to the Group Rows field in the Outline panel, then set the date grouping to Calendar Month. This lets sales teams analyze pipeline and closed revenue broken down by month directly inside Salesforce CRM.
Steps
- Open the Reports tab in the top menu of the dashboard or access it through the App Launcher.
- Open an existing report or create a new one.
- Go to the left-side menu where the Outline panel is located, and type Close Date in the Group Rows field.
- Select Close Date from the search results.
- Click the dropdown beside the newly added Close Date row.
- Choose Group Date By, then select Calendar Month.
- Your Salesforce report is now successfully grouped by month.
