The Opportunities Won & Forecasted template is used to produce reports around opportunities you’ve closed and that are in a won status as well as forecast opportunities that will hopefully be in a won status in the future.
Search for the Opportunities Won & Forecasted Template
To begin, click the “+” icon on your Dashboard and type “opportunities” in the search bar. Then select the “Opportunities Won & Forecasted” template.
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Chart Tab
There are four chart types to choose from. I will choose column. You can also choose to see the data stacked by checking the “Stacked” box.
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You have the option to show some revenue up in the top right-hand corner of the chart. There are four options for this.
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Options Tab
Navigate to the Options Tab and select the Sales Rep(s), WON Stage(s), OPEN Stage(s), and the date to use as your opportunity WON date.
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Next, choose your revenue calculation.
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Next, choose the Existing Customer settings.
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Now choose your Forecast options.
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Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
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Once you have everything set, click Save Preferences on This Widget.
Relevant Articles
- How to Configure the Opportunity Stage Goal Report
- How to Set Up the Opportunity Funnel Report
- How to Set Up the Days Between Opportunity Stages Report
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