The Days Between Contact and Opportunity template is used to find the time frame between a contact record being created and subsequent opportunity record being created.
Search for the Days Between Contact and Opportunity Template
To begin, click the “+” icon on the Dashboard and type “Days Between Contact” in the search bar. Then select the “Days Between Contact and Opportunity” template.
Chart Tab
There are to options for chart types. I will use column. You can also check the Show Total Average Days to display the total average days in the top right-hand corner of the chart.
Options Tab
Navigate to the Options Tab and specify the dates for the contact record being created as well as the opportunity being created.
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 Set Up the Days Between Opportunity Stages Report
- How to Set Up the Slipping Opportunities Report
- How to Set Up the Opportunities Behind Pace Report
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