How to Set Up the New Subscriptions Revenue Goal Report
This template allows you to set a goal for new subscriptions revenue and track your progress towards that goal. To begin, click the “+” icon on the Dashboard and type
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How to Set Up the Opportunities Behind Pace Report
The Opportunities Behind Pace Template reveals opportunity records that have not moved out of a stage beyond the stages target number of days, or in other words, opportunities that are
How to Set Up the Opportunities Updated by Rep Report
This Template allows you to see the number of opportunity records updated or the number of updates made to opportunity records by individual reps. Configuring the Opportunities Updated by Rep
How to Set Up the Opportunities Won & Forecasted Report
The Opportunities Won & Forecasted template is used to produce reports around opportunities you’ve closed and that are in a won status as well as forecast opportunities that will hopefully
How to Set Up the Opportunity Forecast Report
The Opportunity Forecast template allows you to forecast the adjusted revenue of active opportunities based on the stage probability. Search for the Opportunity Forecast Template To begin, click the “+”
How to Set Up the Opportunity Funnel Report
The Opportunity Funnel report brings absolute clarity to where opportunities are being won, lost, and what the overall conversion of your pipeline is. Search for the Opportunity Funnel Template To
How to Set Up the Opportunity Pipeline by Rep Report
The Opportunity Pipeline by Rep template shows the number of opportunities in each stage or the potential revenue in each stage by rep. Search for the Opportunity Pipeline by Rep
How to Configure the Opportunity Pipeline Summary Report
This report gives you the ability to focus on the Revenue by stage, or the count of opportunities in each stage, aka your opportunity pipeline summary. Display Tab First, select
How to Configure the Opportunity Stage Goal Report
This template displays your pipeline revenue by Opportunity Stage. Display Tab In the chart tab, you will see that there is only one chart type which is Solid Gauge. Settings
How to Set Up the Order Counter Report
The Order Counter template gives you a snapshot by either showing a total count of orders that meet certain criteria, a sum, a max, a minimum, or average. Search for