The Pipeline Progression report measures the effectiveness of reports by showing you the forward progress in the sales process.
Search for the Pipeline Progression Template
To begin, click the “+” icon and type “Progression” into the search bar. Then select the “Pipeline Progression” template.
Chart Tab
In the chart tab, you can choose to view the report as a column or bar chart.
Under miscellaneous, click on Show Total Opportunities Progressed and Show Total Progressions to Opportunities to display them on the top right corner of the chart.
Options Tab
In the Options tab select the open stages you wish to track.
Then, select your date range.
Now select how you would like the progression displayed by clicking Sales Stage, Sales Rep, or None.
Criteria Builder Tab
For ultimate control and customization click the Criteria Builder tab.
Once you have your everything set, click Save Preferences on This Widget.
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