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Opportunity Assignment Guide
This is a simple to use, quick and intuitive way to compare Pipeline and performance of users. Sales managers can use this tool to easily compare pipeline of selected team members, and accordingly make decision about their respective pipeline.

Have you ever wondered whom the next opportunity should be assigned too? Or are you looking for a simple tool where you can compare pipeline and performance of selected Sales reps by name - not by MyTeam or Role Name? Wanted the whole performance analysis to be interactive - where you can easily select users and date range, and results displayed on the same page?

Look no further. This application is exactly meant for you. Whether you want to quickly check pipeline of selected Sales reps or want to compare performance of different Sales reps - this intuitive, easy to use tool will definitely benefit you.

Image of Opportunity Assignment Guide Tool.
  • Interactively compare your Sales reps Pipeline. Select Sales reps by name (not MyTeam or Role name)
  • Use this to analyze your Sales reps pipeline and performance
  • Select your own timeframe to compare pipeline and performance
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