How do I group and subtotal rows?

Summary of how to group and subtotal rows on the grid by Client, Owner, Stage or any other CRM deal field.

Drag to Group Rows

  • Whilst on the Forecast grid, click-and-hold on a column header.
  • Drag the column header to the area directly above the grid marked "Drag here to set row groups".
  • Multiple column headers can be grouped at the same time
  • Use the expand arrows against the grouped rows to expand section.