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:

  1. Go to "Pipeline" in Dooly

  2. Choose "All Opportunities" or "Everything" 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 nameĀ 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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