To create a saved search that shows the total projected amount of opportunities per customer per month in a table format, perform the following steps:
1. Navigate to Lists > Search > Saved Search > New.
2. Select Opportunities.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, set required filters.
5. In the Results tab > Columns subtab, add the following:
Field | Summary Type | Formula | Summary Label |
Customer | Group |
|
|
Formula (Currency) | Sum | decode(to_char({date},'MM'),1,{projectedamount},0) | January |
Formula (Currency) | Sum | decode(to_char({date},'MM'),2,{projectedamount},0) | February |
Formula (Currency) | Sum | decode(to_char({date},'MM'),3,{projectedamount},0) | March |
Formula (Currency) | Sum | decode(to_char({date},'MM'),4,{projectedamount},0) | April |
Formula (Currency) | Sum | decode(to_char({date},'MM'),5,{projectedamount},0) | May |
Formula (Currency) | Sum | decode(to_char({date},'MM'),6,{projectedamount},0) | June |
Note: Since there are 12 months in a year, add 12 Formula (Numeric) fields. Update the formula to match the month (e.g. 1 = January, 2 = February)
6. Click Save and Run.
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