How to Set Up the Compare Opportunity Stages Report

The Compare Opportunity Stages template shows the number of opportunities in each selected stage to each other or against the unselected stages.

Search for the Compare Opportunity Stages Template

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

The compare opportunity stages template highlighted in the template library.

Chart Tab

The only chart type is Pie.

The only display type is Pie.

Options Tab

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

Select the opportunity stages you want to track.

The select how you would like to compare the stages.

Select how you would like the stages compared.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Use the criteria builder to filter the report furhter.

Once you have your everything set, click Save Preferences on This Widget.

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