Opportunity Reports


I want to create a report that shows how many of my opportunities are new clients and how many have moved into the won stage.
I am trying to separate out existing clients and new clients for reporting purposes and would love some help.

Kind Regards,


So of the top of my head the best way to do that would be through saved searches. If you are on the classic UI navigate to Opportunities and then click New Search. You will then be able to Use the “Stage” drop down and the box immediately below it to filter for a list of contacts that have reached the won stage, and those that haven’t and are still working through your pipeline.

Hopefully this solves your query!