Are you searching for ways to boost your business revenue, improve Salesforce reporting, and drive user adoption? As Toronto’s trusted Salesforce partners, Focus CRM specializes in helping teams maximize revenue growth through actionable reporting and data-driven insights. In this guide, you’ll learn how to create a Revenue Growth Report in Salesforce that highlights percentage growth, improves visibility, and supports smarter business decisions.
Why Revenue Growth Reporting Matters
A well-structured Revenue Growth Report in Salesforce empowers you to:
- Track revenue growth trends over time
- Identify high-performing periods and growth opportunities
- Make informed decisions based on real-time data
- Increase Salesforce user adoption through clear, actionable reports
Step-by-Step: Building a Salesforce Revenue Growth Report
1. We’ll start by creating a New Report
2. Because we’re interested in revenue data, our report will be an Opportunity Report.
3. With this Revenue Growth report, we want to understand our growth over time. In our Outline tab, we will add a Close Date grouping to show totals for each specific time range.
4. In this case, I’m using a developer account with limited data so I’ll choose to group my close date by Month. However, you may wish to group yours by fiscal quarter, by year, or whatever best suits your needs.
5. We will want to adjust our filters – In this case I’ll choose to see All Opportunities, but I want to update the close date to be within this or last fiscal year – I’m only interested in this time period, but you can adjust yours to fit your needs.
6. And because we are interested in revenue data, we don’t need to include opportunities that have been lost, or that are still open. We only want to see Closed Won opportunities.
7. We have a couple small admin items to tend to:
Don’t forget to update the title of the report – we want to keep it clear and simple.
8. We may wish to clean up the included fields.
In this case I don’t want to include fields like Owner role, opportunity owner, or stage, however, adjust this to your own needs and interests.
9. We want to see the SUM of the amount when we run our report. Click on the “amount” column drop arrow, select “Summarize”, and then select “Sum”.
10. At this point, we want to get fancy with a formula! The formula I am using was taken from a handy Salesforce Help article
The formula within the article is a Summary Formula.
11. We can copy and paste the following formula directly into the Formula text box:
[[(AMOUNT:SUM – PREVGROUPVAL (AMOUNT:SUM, CLOSE_DATE)) / PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)]]
12. We will want to give the column a name, update the output type to Percent, and update the Decimal Points to Zero. Then, we will update the Display, changing it from “All Summary Levels” to “Selected Groups”.
13. Select “Close Date” as the Row group. Click “Validate”, and then Apply.
14. We can now see our % Growth column added as the last column in the report. Of course, keep in mind that the percentages shown in this example are based only on sample data from my developer account.
15. We can now add a chart to make this report more visually interesting and easier to understand at a glance.
16. Select the settings button and take your time selecting the best chart for you. For myself, I prefer the Line chart, and I like to display the % Growth column I just created using our formula. And there you have it! A quick and easy Revenue Growth chart is available to you.
Boost Salesforce Adoption and Revenue Growth
Implementing these steps not only improves your Salesforce reporting but also drives higher user adoption and revenue growth for your business. For expert help with Salesforce user adoption and revenue optimization, connect with Focus CRM-Toronto’s leading Salesforce consultants.
Want a step-by-step walkthrough? Visit this YouTube video for a full tutorial: