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.
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.