The Compare Opportunity Stages template shows the number of opportunities in each selected stage to each other or against the unselected stages.
Search for the Compare Opportunity Stages Template
To begin, click the “+” icon on the Dashboard and type “compare” into the search bar. Then select the “Compare Opportunity Stages” report.
Chart Tab
The only chart type is Pie.
Options Tab
Now navigate to the Options tab and select which stages you would like to track.
The select how you would like to compare the stages.
Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
Once you have your everything set, click Save Preferences on This Widget.
Relevant Articles
- How to Configure the Compare Tags Report
- Calculating RFM (Recency, Frequency, Monetary)
- How to Configure the Opportunity Stage Goal Report
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