How to Set Up the Opportunity Pipeline by Rep Report

The Opportunity Pipeline by Rep template shows the number of opportunities in each stage or the potential revenue in each stage by rep.

Search for the Opportunity Pipeline by Rep Template

To begin, click the “+” icon on the Dashboard and type “pipeline” into the search bar. Then select the “Opportunity Pipeline by Rep” template.

The template highlighted in the template library.

Chart Tab

There are six chart types: Line, Area, Column, Bar, Spline, and Area Spline.

Column selected as the chart type.

Click on Show Total Number to display the total number in the top-right hand corner of the chart.

Show total number box checked.

Options Tab

Now navigate to the Options tab and select your Report Type.

Report type selected.

Criteria Builder Tab

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

Criteria builder drop-downs shown.

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

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