All revenue and loss for the Quarter-To-Date (QTD) grouped by type of opportunity.

This query sums the total amount from opportunities grouped by type. A total is displayed at the bottom

Related Integrations: All Integrations / Salesforce
SELECT
  "type",
  SUM("amount") AS "amount",
  COUNT(*) AS "opps"
FROM
  public.salesforce_opportunity
WHERE
  DATE_TRUNC('quarter', "closedate") = DATE_TRUNC('quarter', CURRENT_DATE)
  AND stagename = 'Closed Won'
GROUP BY
  1
UNION ALL
SELECT
  'Total' AS "type",
  SUM("amount") AS "amount",
  COUNT(*) AS "opps"
FROM
  public.salesforce_opportunity
WHERE
  DATE_TRUNC('quarter', "closedate") = DATE_TRUNC('quarter', CURRENT_DATE)
  AND stagename = 'Closed Won'
ORDER BY
  amount

Query Results Dictionary

Column Description
type Opportunity type
amount Sum of the opportunity amount
opps Opportunity count

Requirements:

Collect the Opportunities Resource with the Panoply Salesforce data source.

Usage:

This query can be displayed in a pivot form to display the total amount per opportunity type.

Modifications:

The table in the FROM might need to be changed based on Schema and Destination settings in the data source. The Date Range Filter using the closedate in the WHERE clause can be changed. Everything below the UNION ALL clause can also be removed if you prefer to not have the total at the bottom.