Slipping Opportunities

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

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

The only chart type for this report is “Bar Combo“.

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

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

Now create intervals in the Results section.

Now choose which data that gets displayed in the report.

Next, choose how you want to group your opportunities.

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

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