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