Pipeline for Managers & Team Leads

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"

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, add a filter for Owner is < input the rep's name or group of names >

4. To see an active pipeline, add a filter for Stage does not equal Closed

5. To see Opportunities within any given timeframe, add a filter for Close Date is

    

Explore more tips for updating and managing your Salesforce pipeline faster with Dooly.