How to Configure the Opportunity Pipeline Summary Report

This report gives you the ability to focus on the Revenue by stage, or the count of opportunities in each stage, aka your opportunity pipeline summary.

Display Tab

First, select your chart type. You can choose from either Column or Bar.

Settings Tab

Next, click on the Settings Tab. Here is where you decide whether you want to show the number of Opportunities in each stage or the revenue total for each stage. It’s important to note that there is value in going through this process twice so that you have a widget providing a count of opportunities, and a separate widget providing the revenue number for those same opportunities. I’ll choose Show revenue totals for each stage so I can demonstrate the additional option; Which is to define how you want Graphly to calculate revenue.

You can base revenue on the Projected High or Low, Use the Average between the High and Low, or use an Opportunity Custom Field where you are storing a value.

Filters Tab

For ultimate control and customization, use Filters to create additional rules and requirements to the report.

Relevant Articles

• Opportunity Pipeline by Rep
• How to Configure the Pipeline Digression Report
• How to Set Up the Opportunity Funnel Report