Creating a Movement report allows you to create the same visualization of pipeline amount changes as is presented in Pipeline Movement...but on an editable report, with specified content, and the ability to display these graphics on a dashboard. Now you can review changes in opp amounts over a period of time in different pipeline configurations alongside similar data.
When creating the report, use the Opportunity Movement Sankey Chart template.
Check out this article on Movement for more information on how to read the Movement chart and the data and insight it provides.
Movement Report Configuration
Included Movement
Select which types of opportunities for which you want to track movement.
Range
Select your desired date range. For example, relative > in the last > 6 > weeks > from now will create a date range that included pipeline changes in the last six weeks from now (as "now" changes, so will your date range, so tomorrow will be six weeks from that day). Select the time period that best suits your needs.
That's it! Once you have completed the configuration, click Save in the report editor to save your report.
Replies have been locked on this page!