View and assess the health of your pipeline and monitor change over time.
Compare current pipeline with historical pipeline by switching between periods with date filters.
Deep dive into pipeline management by filtering by owner. Highlight revenue in best case, pipeline, any slipped deals and any likely revenue.
View deals by stage and understand the predicted health of the deals.
Features:
Display aggregations on converted amounts as well as the total number of opportunities.
Fiscal year and Fiscal Quarter filters for pipeline health.
Owner and team filter for pipeline health.
Filters on the deals page, you can view deals based on record type name, type, stage name, and even activate a toggle to reveal stale deals.