Opportunities Updated by Rep

This Template allows you to see the number of opportunity records updated or the number of updates made to opportunity records by individual reps.

To begin, click the “+” icon on the Dashboard and type “updated” into the search bar. Then select the “Opportunities Updated By Rep” template.

All chart types are available to this report.

You can also choose to stack the columns for a more compact view of the report.

Now go to the “Options” page.

Select how you define updated.

Now you can select how the report will be displayed.

Now select your date range.

For ultimate control and customization click the “Criteria Builder” tab.