Pipeline Progression

This template measures the effectiveness of reports by showing you the forward progress in the sales process.

To begin, click the “+” icon and type “Progression” into the search bar. Then select the “Pipeline Progression” 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 Progressed” and “Show Total Progressions 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 progression displayed by clicking Sales Stage, Sales Rep, or None.

For ultimate control and customization click the “Criteria Builder” tab.

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

Was this helpful?