Forecast by Month and Opportunity Report Template

Hi @triches , thank you for reaching out to the Copper Community! This insight can be generated in Copper Reports. I’ve included a screenshot of the setup below. 

In order to build this insight, please ensure the following fields are all filled in for your opportunities:

1. Value
2. Closed Date (Input expected close date for forecasting current opportunities)
3. Opportunity Name

Insight Setup:

Metrics: Opp Value

Rows: Opp Name

Column: Date → Date as: Opp Closed At → group by: Month

Here are additional reporting resources to help you get started in Reports:

Reports in Copper: an introduction

Reports: Creating a custom insight