This template shows backwards movement of opportunities in the sales process.
To begin, click the “+” icon on the Dashboard and type “digression” into the search bar. Then select the “Pipeline Digression” template.
In the chart tab, you can choose to view the report as a column or bar chart.
Under miscellaneous, click on “Show Total Opportunities Digressed” and “Show Total Digressions to Opportunities” to display them on the top right corner of the chart.
In the “Options” tab select the open stages you wish to track.
Then, select your date range.
Now select how you would like the digression displayed by clicking Sales Stage, Sales Rep, or None.
For ultimate control and customization click the “Criteria Builder” tab.