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 is quick and simple. You'll be able to view all high value Opportunities on one page, add in your own notes, and easily identify areas that your team needs support or coaching.

Check out this quick video for a walk through of how to use these views:

To learn more about creating Grid and Kanban Views, check out this Help Center article.

If you are interested in learning more manager use cases feel free to schedule a session with one of our Workflow Specialists.

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