How to Set Up the Opportunities Updated by Rep Report

72 0 0 August 26, 2020

This Template allows you to see the number of opportunity records updated or the number of updates made to opportunity records by individual reps.

Configuring the Opportunities Updated by Rep Report

First, you will need to click the “+” icon on the Graphly Dashboard and type “updated” into the search bar. Then click on the “Opportunities Updated By Rep” template.

To begin, click the "+" icon on the Graphly Dashboard and type "updated" into the search bar. Then select the "Opportunities Updated By Rep" template.

Then, under the chart tab, you will see that all chart types are available for this report.

Under the chart tab, you will see that all chart types are available for this report.

You can also choose to stack the columns for a more compact view of the report by checking the box that says “Stacked” next to it.

You can also choose to stack the columns for a more compact view of the report by checking the box that says "Stacked" next to it.

Now click on the “Options” tab. Under this tab, the first thing you’ll want to do is select how you define updated opportunities.

Now click on the "Options" tab. Under this tab, the first thing you'll want to do is select how you define updated opportunities.

Then you can select how the report will be displayed.

Then you can select how the report will be displayed.

The next step is to select your date range which your data will be collected from.

The next step is to select your date range to collect the data from for the opportunities.
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Criteria Builder

For ultimate control and customization click the “Criteria Builder” tab. Here you can filter your data by any field in the contact record.

For ultimate control and customization click the "Criteria Builder" tab. Here you can filter your data by any field in the contact record. This is for the opportunites.
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