How to Set Up the Slipping Opportunities Report

The Slipping Opportunities template shows the opportunity records that have not been updated or moved over varying time intervals.

Search for the Slipping Opportunities Template

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

Select Slipping Opportunities from the template library

Chart Tab

The only chart type for this report is Bar Combo.

Bar combo is the only display type

Click on Show Total Revenue or Show Total Opportunities to display the total number in the top-right hand corner of the chart.

check these boxes to display total revenue and total opportunities on the report

Options Tab

Now navigate to the Options tab and define what slipping is.

Set what you define slipping as

Now create intervals in the Results section.

create the intervals that you want to see in the results

Now choose which data that gets displayed in the report.

select whether you want to display revenue, opportunities, or both

Next, choose how you want to group your opportunities.

select how you want the opportunities 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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