The Opportunity Pipeline by Rep template shows the number of opportunities in each stage or the potential revenue in each stage by rep.
Search for the Opportunity Pipeline by Rep Template
To begin, click the “+” icon on the Dashboard and type “pipeline” into the search bar. Then select the “Opportunity Pipeline by Rep” template.
Chart Tab
There are six chart types: Line, Area, Column, Bar, Spline, and Area Spline.
Click on Show Total Number to display the total number in the top-right hand corner of the chart.
Options Tab
Now navigate to the Options tab and select your Report Type.
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 Opportunity Stage Goal Report
- How to Set Up the Opportunity Funnel Report
- How to Set Up the Compare Opportunity Stages Report
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