How do I create an 'Opportunities at Risk' graph

Ebsta Support -

An 'Opportunities at Risk' graph will give you insight into Open Opportunity activity levels so you can identify opportunities at risk before they're left to slip through the net.

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Before creating your 'Opportunities at Risk' graph, it is worth reading:

How do I create a 'Days Since Last Activity' Custom Field? 

 

1. Click Reports > New Report....

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2. Select Opportunities > Opportunities > Create.

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3. Change Opportunity Status to Open and then define any other criteria that's appropriate for you (e.g. Close Date Range to the end of this Quarter).

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4. Drag and drop the 'Days since last email' field into the Preview table.

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5. Click the dropdown arrow next to 'Days since last email' and click Summarize this Field... > Sum > Apply.

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6. Drag the User header and the Opportunity Name header into the Preview table.

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7. Click Add Chart and select a Bar Chart. Change the X-Axis to Opportunity Name.

 

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8. Click Formatting and give the Chart a Title.

 

9. Click Save.

 

10. Click Save in the top right-hand corner, complete the fields and click Save.

 

11. Add this Report to your Dashboard in Salesforce by following the steps in the below article:

How do I create an Ebsta Analysis Dashboard in Salesforce?