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.](https://graphly.io/wp-content/uploads/1-127.png)
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.](https://graphly.io/wp-content/uploads/2-125.png)
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.](https://graphly.io/wp-content/uploads/3-119.png)
Options Tab
In the Options tab select the open stages you wish to track.
![Select the Opportunity Stages you wish to Track.](https://graphly.io/wp-content/uploads/4-115.png)
Then, select your date range.
![Select the Date range you want to show.](https://graphly.io/wp-content/uploads/5-101.png)
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.](https://graphly.io/wp-content/uploads/6-80.png)
Criteria Builder Tab
For ultimate control and customization click the Criteria Builder tab.
![Use the Criteria Builder to filter the report further.](https://graphly.io/wp-content/uploads/7-69.png)
Once you have your everything set, click Save Preferences on This Widget.
Relevant Articles
- How to Set Up the Average Deal Size Leaderboard Report
- How to Set Up the Opportunity Leaderboard Report
- How to Set Up the Opportunity Revenue Leaderboard Report
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- Opportunity Leaderboard: Track and analyze your team’s performance.
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- Opportunity Forecast: Forecast the adjusted revenue of active opportunities based on the stage probability.
- Units Sold: See the number of units sold for each product you select over a given date range.
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