How to Set Up the Days Between Contact and Opportunity Report

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.

The template highlighted in the template library.

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.

Display type set and show total average days box checked.

Options Tab

Navigate to the Options Tab and specify the dates for the contact record being created as well as the opportunity being created.

Date Contact Created Set. Date Opportunity Created Set. Outlier set to 60 days.

Criteria Builder Tab

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

Criteria Builder Options.

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

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