Opportunity Pipeline by Rep

This template shows the number of opportunities in each stage or the potential revenue in each stage by rep.

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

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

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

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

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

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