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.

Display Tab

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

Under Chart Type, 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.

Settings Tab

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

Select the open stages you wish to track.

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

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

Display Tab

For ultimate control and customization click the Filters tab. The Filters allow you to segment the results by a field or tag value, allowing you to get hyper-specific results.

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