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.
Chart Tab
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.
Options Tab
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.
Criteria Builder Tab
For ultimate control and customization click the Criteria Builder tab.
Once you have your everything set, click Save Preferences on This Widget.
Relevant Articles
- Opportunities Behind Pace
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- How to Set Up the Opportunity Funnel Report
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