Create an Opportunity Search that Counts Closed Won Opportunities per Customer in a Certain Period

1. Navigate to Lists > Search > Saved Searches > New
2. Click Opportunity.
3. Criteria tab > Standard subtab, Lists > add the following filters:
   
   Opportunity Status = is Closed Won

   Date Created = is within this year

   
   
4. Under Results tab > Columns subtab, add the following fields:

Customer = Group (Summary Type; Customer (Custom Label)

Number

Formula (Numeric) = Sum

Formula: DECODE (to_char({datecreated},'MM'),'01',1)

Custom Label = January

 

Note: Add another formula field for another month using the same formula.  For instance you would like to get the month of April, then formula shows like this:

Formula (Numeric): DECODE (to_char({datecreated},'MM'),'04',1)