Hi, is there a template for report like this, or a tutorial that would help me build it? Thanks
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:
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
Thanks @Chris from Copper really helpful. Is it possible to get the Total for the month at the bottom of each column as well?
I’ll check out the additional tutorials.
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