What is the optimal way to summarize opportunities assigned in a sales report?

Grouping by Sales Rep for a count of opportunities is the optimal way to summarize opportunities in a sales report because it provides a clear view of individual contributions within the sales team. This method allows for easy identification of which sales representatives are performing well and which may need additional support or training. It highlights the successes and challenges at a personal level, facilitating performance reviews and team analyses.

When opportunities are grouped in this manner, stakeholders can quickly assess workloads, track progress toward sales goals, and identify trends in performance. This focused overview can also assist in assigning leads more strategically based on past performance metrics.

While other methods such as using a pivot table or grouping by opportunity stage can provide valuable insights, they may not deliver as direct a measure of individual accountability and success as counting opportunities per sales rep.