Changes
Light, affordable access to information to accelerate B2B sales forecast reviews
Stop scratching your head trying to figure out what the heck happened to your team's opportunities. Stop wasting your time searching salesforce.com. Get a quick understanding of the movements in your pipeline with Sales Clarity.
Choose the pre-defined range that is relevant to you:, or select a custom date range. Predefined date ranges include:
- Today
- Yesterday
- Current or Previous Week
- Current or Previous Month
-
Current or Previous Period (i.e. Quarter)
See the impact of the change in living colour
The changes to an opportunity's close date, amount, forecast category and/or sales stage are coded to inform you about the qualitative impact of the change:
- Changes that have strengthened an opportunity are green
- Changes that have weakened an opportunity are red
- Opportunities lost or pushed out beyond the forecasted period are shown in italics
- New opportunities are shown in blue
See the complete history of changes on any opportunity
Click on any opportunity to launch the Opportunity Details pane. This pane is a powerful feature that helps sales managers understand what the sales rep has done on any opportunity and ensure that sales process is being adhered to. It gives a complete history of the opportunity - in the context of forecast categories or sales stages - and provides a mechanism to easily guide the sales rep when they stray from the desired sales process.
