Recipe: Find late stage opportunities where security concerns are raised

In this recipe, we show you how to create a custom report to find late stage opportunities where security concerns are raised, or when certain topics are discussed for a length exceeding a threshold you define.

Take the Late-stage Opps without pricing out-of-the-box report, and adapt it for a different topic.

  1. Go to ReportsAll Folders > Gong Reports.

  2. Open the Late-stage Opps without pricing report.

     Gong_for_salesforce_app_find_opportunities

  3. In the Filters tab, adjust either the Probability or Stage values, and the Topic Name you want to create the report for.

     Gong_for_salesforce_app_find_opportunities2  Gong_for_salesforce_app_find_opportunities3

  4. Save the report.