Compare Opportunity Stages

This template shows the number of opportunities in each selected stage to each other or against the unselected stages.

To begin, click the “+” icon on the Dashboard and type “compare” into the search bar. Then select the “Compare Opportunity Stages” report.

The only chart type is Pie.

Now navigate to the “Options” tab and select which stages you would like to track.

The select how you would like to compare the stages.

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.

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