You shouldn’t have to search through countless pages, tabs, and complex Salesforce reports just to manage your pipeline and track the opportunities you need to close this quarter.
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Here’s how to organize your Closed Won deals in one simple view and see how you’re progressing towards hitting your commit.
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1. From your Opportunities Pipeline, create or duplicate a new grid view.

2. Select Fields: closed date, stage, and amount/ACV

3. Add filter: [Stage] [is] [Closed Won] **Remove [Closed] [is] [false] if present.

4. For last month/quarter, add filter: [Closed date] [is] [Last month] or [Last Fiscal Quarter]

5. If you want to track current month/quarter, add filter: [Closed date] [is] [This Month] or [This Fiscal Quarter]

6. To see total sum of the "amount/ACV/ect" column, select "calculate" and click "sum" to get the exact amount

👉 If you want to create both of these views, duplicate the first view and change the filter accordingly
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