How to Configure the Opportunity Stage Goal Report

This template displays your pipeline revenue by Opportunity Stage.

Display Tab

In the chart tab, you will see that there is only one chart type which is Solid Gauge.

Settings Tab

Click on the Settings tab and select the Sales Rep(s) and Sales Stage(s) that you’d like for this report.

Next, you can choose how you want your revenue to be calculated. You will also need to select a date range for the data.

Then specify the goal that you would like to achieve.

Display Tab

For ultimate control and customization, use Filters to include additional rules and requirements for the report. You can use this to filter the data by any field on the contact record.

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