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.
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Go to Reports > All Folders > Gong Reports.
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Open the Late-stage Opps without pricing report.
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In the Filters tab, adjust either the Probability or Stage values, and the Topic Name you want to create the report for.
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Save the report.