How to Set Up the Pipeline Progression Report

The Pipeline Progression report measures the effectiveness of reports by showing you the forward progress in the sales process.

Search for the Pipeline Progression Template

To begin, click the “+” icon and type “Progression” into the search bar. Then select the “Pipeline Progression” template.

Select the Pipeline Progression report from the Template Library.

Chart Tab

In the chart tab, you can choose to view the report as a column or bar chart.

Select the display type you would like to see.

Under miscellaneous, click on Show Total Opportunities Progressed and Show Total Progressions to Opportunities to display them on the top right corner of the chart.

Check these two boxes to display them in the top right of the report.

Options Tab

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

Select the Opportunity Stages you wish to Track.

Then, select your date range.

Select the Date range you want to show.

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

Select how you would like the results to be grouped.

Criteria Builder Tab

For ultimate control and customization click the Criteria Builder tab.

Use the Criteria Builder to filter the report further.

Once you have your everything set, click Save Preferences on This Widget.

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