How to Configure the Pipeline Digression Report

The Pipeline Digression template shows backwards movement of opportunities in the sales process, giving you an idea of which leads may need extra attention.

Select the Template

To begin, click the “+” icon on the Dashboard and type digression into the search bar. Then select the Pipeline Digression template.

pipeline digression template highlighted in the template library

Chart Tab

The Chart tab is where the appearance settings of the report live.

Display Type

Under Choose your chart, you can choose to view the report as a column or bar chart.

select column or bar from the the display settings dropdown on the chart tab


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.

you can check the show total opportunities digressed and show total digressions to opportunities under the miscellaneous section

Options Tab

In the Options tab you will define the specifics of the report, and what data it will contain.

Stage Selection

In the Options tab select the open stages you wish to track.

select the open stages you would like to add to the report

Date Range

Select the date range you wish to see for the generated results.

select the date range you would like to track from the drop-down


Now select how you would like the digression displayed by clicking Sales Stage, Sales Rep, or None.

group by sales stage, sales rep, or don't group at all

Criteria Builder Tab

For ultimate control and customization click the Criteria Builder tab. The Criteria Builder allows you to filter the results by a field or tag value, allowing you to get hyper-specific results.

use the criteria builder to customize this report

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