Pipeline has never been so transparent
2 min read - updated few hours ago
The Opportunity tab is the place where you can visually track and analyze sales progress per each opportunity. This is your sales dashboard. It consolidates data gathered from Salesforce, email clients and calendars of all who are involved into sales activity. All information shown is 100% in real-time.
Total pipeline and forecast figures¶
For the general pipeline worth, refer to the area right above the table with your opportunities. Here you'll find CLOSED, COMMIT, BEST CASE, PIPELINE, and TOTAL amounts in real time.
Hover-on a figure to see the special forecast tool-tip, which shows how many opportunities make to the category: in good state, need attention, or at risk.
The column reflects one of three states an opportunity can be in:
By clicking on the icon, you can see new Revenue Signals generated for the Opportunity if any.
The column shows a number of activities which has accumulated.
Number of representatives participated in meetings and have been involved into the correspondence
By clicking on each, a pop-up will appear on the screen with details of each record made to the total number.
You can drill down all the way to the core of the record. By clicking on a record you are able to read the actual context of emails, or meetings details, which are being pulled directly from email client and calendars, no data is stored anywhere else.
This column is filled automatically and indicates what was the most recent touch with the opportunity.
Our sentiment analysis will mark every email on the spectrum from very negative to very positive.
By clicking on the value, you'll be able to see the context of an email or meeting details for the maximum insights.
What’s next column¶
The Next step is being automatically scrapped from calendars, if it’s a meeting, or from Salesforce when Sales reps fill up a corresponding field in Salesforce.
Switch the view of the whole tab between regular and extended views.
Additional value in extended view mode¶
Create a signal, fill in the mission, assign, and set score the signal will affect with.
Add a value to the “What’s next” field
Filter the pipeline¶
You can filter down the pipeline by categories. These categories include opportunity stages, statuses, Salesforce fields, roles hierarchy and many more.
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