How to Set Up the Opportunities Behind Pace Report

93 0 0 October 1, 2020

The Opportunities Behind Pace Template reveals opportunity records that have not moved out of a stage beyond the stages target number of days, or in other words, opportunities that are not progressing through the sales process as expected.

Search for the Opportunities Behind Pace Template

To begin, click the “+” icon on the Dashboard and type “behind pace” into the search bar. Then select the “Opportunities Behind Pace” template.

The Opportunities Behind Pace template highlighted in the template library.
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Chart Tab

The display type for this report is Bar Combo, you can select the Stacked setting for a more compact view.

You can select the display type from the drop down, and check the box to stack the columns or bars.

Then you can choose to show the Total Revenue and/or the Total Opportunities.

You can check the top box to show the total revenue in the top right, and the bottom box to display the total number of opportunities.
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Options Tab

The numbers in red are the current infusionsoft settings for the target number of days for each stage, if you would like to change them, click the link and then click the refresh icon.

You can change your Infusionsoft settings for behind pace, and update that inside Graphly.

Now select your intervals, or the timeframe beyond the target number of days. The last interval will be the catch-all, and will contain all opportunities beyond that time frame.

Select the display intervals for the report.

Now you have a few options for what is displayed depending on whether you record revenue within opportunities or not.

If you don’t record revenue you can just record the number of slipping opportunities.

Select if/how you record revenue for opportunities.

If you do then you can display only the revenue or both the revenue and number of slipping opportunities.

You can select to display the revenue or number of opportunities.

Now you can decide if you want to group them by Sales Stage, Sales Rep, or not at all.

Select how you want the opportunities grouped.
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Criteria Builder Tab

For ultimate control and customization click the Criteria Builder tab.

Use the criteria builder to filter the report further.
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