Opportunity Stage Goal

This template displays your pipeline revenue based on selected stages.

To begin, click the “+” icon on the Dashboard and type “opportunity” into the search bar. Select the “Opportunity Stage Goal” template.

There is only one chart type which is Solid Gauge.

Navigate to the “Options” tab and select the Sales Rep(s) and Sales Stage(s).

Next, choose a date range.

Then specify your goal.

From here we can tweak the percentages that will display different colors on the gauge.

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.

Was this helpful?