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Opportunity Management
Manage your weekly opportunity changes.
Business questions
This template addresses the following:
What were the changes in the pipeline this week?- How many opportunities were changed (created, pulled-in, slipped) this week?
- Are there any opportunities that are stuck in the pipeline?
- what are the accounts that are up for renewal?
Included Metrics (1)
Template description
Use this template when you want to track your opportunities and deals on a weekly basis.
The Opportunity Management template equips you with the tools to meticulously track your opportunities over the course of each week in the quarter. It allows you to monitor the progress of individual opportunities, identify setbacks and slippages, and helps you make sure you are on track. This tool is invaluable for maintaining a clear and comprehensive view of your sales pipeline's dynamics and performance for the quarter.
Tags:
Sales
Forecasting
SalesOps
How it works
01
Pick a catalog template
02
Connect the data source
03
Define and approve your template
04
Deep dive into live analytics
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