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 – Pipeline gives you a quick and flexible way to do so.
Here's how:
Go to "Pipeline"
Choose "All Opportunities" or "Everything" from the dropdown or any custom SFDC view you may have for your team
To see an individual rep's pipeline, add a filter for Owner is <input the rep's name or group of names>
To see an active pipeline, add a filter for Stage does not equal Closed
To see Opportunities within any given timeframe, add a filter for Close Date is <set your timeframe>
Explore more tips for updating and managing your Salesforce pipeline faster with Dooly.