If you're a Manager or team lead looking to understand holistically how your team or how a member of your team is performing on key metrics at any given time - Boards gives you a quick and flexible way to do so.

  1. Go to Boards in Dooly
  2. Choose "All Opportunities" from the dropdown or any custom SFDC view you may have for your team
  3. To see an individual rep's pipeline - filter for Owner  > Input the rep's name or group of names
  4. To see an active pipeline - filter for Stage > Stage 'does not equal' Closed
  5. To see Opportunities within any given time frame - filter for Close Date > set your parameters

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