Create a Report to Export Your Current Open Opportunities and what stage they are in:
A recommendation prior to doing this is creating the Opportunity Record 18 digit Id to be used in Exporting and Importing records. Read more about it here.
In Addition, always back up your data
Creating an Opportunity Report in Salesforce to map stages is a crucial aspect for sales teams to monitor and analyze the progression of opportunities through different stages. Below are the generalized steps to create such a report:
Navigate to Reports:
From the app launcher (grid icon), search for and select “Reports.”
Additionally, click the Report Tab in the App your in
Create a New Report
Click the “New Report” button.
Select the “Opportunities” report type from the available options.
Click “Continue.”
Filter the Report:
Use the standard filters to narrow down the data to your required set, for example:
Date Range: Select the appropriate date range for the opportunities you want to report on.
Stage: If you are looking for opportunities in specific stages, specify them here.
Define Grouping:
Group your report data by “Stage” to map out the opportunities in different stages.
Drag the “Stage” field from the Fields pane to the grouping area (usually above the preview panel).
Add Columns:
Add the required fields/columns to the report to display the necessary information, such as Opportunity Name, Amount, Close Date, etc., by dragging them from the Fields pane to the Columns area.
Summarize Data:
To get a summary, like the count of opportunities in each stage or the total amount, use the “Summarize” option available in the column header menu.
For example, you might want to summarize the “Amount” field to get the total amount for opportunities in each stage.
Customize Report:
Customize the report further, if needed, using formulas, conditional highlighting, etc., to make it more insightful
Run the Report:
Once all configurations are set, click “Run” to view the report with the live data.
Save and Share the Report:
If the report meets your requirements, click “Save” to save the report.
Name the report appropriately and choose a report folder where it should be saved.
If necessary, share the report with the relevant users or user groups.
Export the Report
Once the report is open and has been run to reflect the current data, click on the “Export” button, usually located at the top right of the report page.
Choose the Export Format
A dialog box will appear prompting you to choose the file format for the export. Common options are:
Comma Delimited .csv
Excel Format .xls/.xlsx
Choose the format you prefer.
Complete the Export
Click on the “Export” button in the dialog box after choosing the file format.
Depending on your browser settings, you may be prompted to choose a save location on your computer, or the file may download directly to your default download location.
Open the Exported File Navigate to the location where the file was saved or downloaded, and open the file using an appropriate application, like Microsoft Excel, to view, edit, or share the exported data.