How to Set Up the Days Between Opportunity Stages Report

The Days Between Opportunity Stages template shows you how long it takes for an opportunity to travel from one stage to another stage.

Search for the Days Between Opportunity Stages Template

To begin, click on the “+” icon on the Dashboard and type Opportunity into the search bar. Then click on the Days Between Opportunity Stages template.

Select the days between opportunity stages template from the template library

Chart Tab

There are two chart types to choose from in this widget, bar and column. I’ll use bar.

Select the chart type from the drop down.

Options Tab

Navigate to the options tab and choose your stage pairs and label them. Then specify an outlier and click Build.

Select the stages that make up your stage pair, give them a label, and click build.

Continue this process for all of the stages you wish to measure and choose your date range.

Repeat the process for any stage pairs you want to track. Then select your date range.

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 further.

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

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