Building and using reports in Salesforce can be difficult. Ultimately you will need to open up several tabs just to drill down to the information you need. With Scratchpad Grid and Kanban Views, inspecting these swing deals with precise filters is quick and simple.
If you wanted to keep a close eye on opportunities above a certain amount (let's say 80K or more), closing within the month or quarter, owned by a specific set of reps, for example, Scratchpad has your back. View all of those high-value opportunities on one page, add in your own notes, and seamlessly identify areas where your team needs support or coaching.
🔥 From here, feel free to group by Opportunity Owner, Stage, Forecast Status, etc. and calculate values. Add Deal Spotlights to surface missing and/or valuable information.
📝 Finally, Comment on any opportunities you'd like for async communication!
🚨 Deal spotlighting is available on paid Scratchpad licenses. Learn more here.
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