May 8, 2024

View Pipeline as Specific User

New Feature

The "View Pipeline As" feature lets sales managers see sales pipeline from the perspective of an individual sales rep. This added layer of visibility is particularly useful for managers who are focused on coaching and performance improvement. With this feature, you can see:

  • Total Pipeline Value: Understand the overall worth of deals a specific rep is handling
  • Forecasted Value: Get a glimpse into the potential future earnings from a rep's current opportunities
  • Stage Conversions: See how well a rep is moving deals from one stage to the next
  • Neglected Opportunities: Identify deals that haven't been updated recently and may require immediate attention

This feature simplifies the task of assessing individual performance and identifying areas for improvement.

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