How to Set Up the Opportunities Won & Forecasted Report

The Opportunities Won & Forecasted template is used to produce reports around opportunities you’ve closed and that are in a won status as well as forecast opportunities that will hopefully be in a won status in the future.

Search for the Opportunities Won & Forecasted Template

To begin, click the “+” icon on your Dashboard and type “opportunities” in the search bar. Then select the “Opportunities Won & Forecasted” template.

The template highlighted in the template library.

Chart Tab

There are four chart types to choose from. I will choose column. You can also choose to see the data stacked by checking the “Stacked” box.

Column set as the display type and the stacked box checked.

You have the option to show some revenue up in the top right-hand corner of the chart. There are four options for this.

Sum of Won & Forecasted selected.

Options Tab

Navigate to the Options Tab and select the Sales Rep(s), WON Stage(s), OPEN Stage(s), and the date to use as your opportunity WON date.

Sales Rep, Opens Stages, and Won Stage selected. Won date is also selected.

Next, choose your revenue calculation.

Products on the opportunity will calculate the revenue.

Next, choose the Existing Customer settings.

All customers shown.

Now choose your Forecast options.

Forecast options selected.

Criteria Builder Tab

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

Criteria Builder options shown.

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

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