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Sales Method Views for Tracking Progress
Sales Method Views for Tracking Progress
Learn how to create views that you can use to get a quick overview of gaps in Sales Methodology Data
Joey Rockman avatar
Written by Joey Rockman
Updated over a week ago

Whether you use any of the MEDD methodologies, BANT, CoM, 3 Why's or any other sales method out there, Scratchpad can help you quickly and easily identify which opportunities are right on track, and which ones need some more attention.

If you don't know what the phrase "Sale Method" refers to, this quick read from Salesforce can give you a great overview and even help you find the right method for your business and your team.

Checkout the MEDDICC view below, where opportunities are grouped by owner.

To build the view captured above, do the following:

  1. Create a view that includes only the MEDDICC fields from your SFDC instance...

2. Then select “my team’s opportunities” (or “all opportunities”, with a filter for “opportunity owner) as well as “closed is false”...

3. Group by opportunity owner, selecting the owners you supervise/coach...

🔥 Up your game by adding deal spotlights to this view!

🚨 Deal spotlighting is available on paid Scratchpad licenses. Learn more here.

Book a Complimentary 1:1 with a member of our User Delight team today!

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