All Collections
Use Cases
AE Use Cases
Identify Inconsistencies in your Opportunities with Deal Spotlighting
Identify Inconsistencies in your Opportunities with Deal Spotlighting
Identify any inconsistencies in your deals!
Cassie Adkins avatar
Written by Cassie Adkins
Updated over a week ago

Does it make sense for an opportunity to close next week AND be in one of your org's early opp stages? Probably not! Either the stage hasn't been updated to appropriately reflect where the opp is, or that close date needs pushed out.

  1. Open your Opportunities Pipeline View

  2. Click on Highlight at the top of your view

  3. Select + Add custom highlight

  4. Add filters that conflict and you want to surface.

Examples:

"Stage is Stage 3, Stage 4" AND "Close Date is This Week"

"Stage is Stage 3, Stage 4" AND "Economic Buyer is empty"

"Close date is This Month" AND "Amount/ACV is empty"

πŸ”₯ Managers - add a comment to any record that needs immediate attention!

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


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


Related Articles:

  • Questions? Chat with us in the corner through WISH or email us at [email protected]

  • Ready to make your sales team happy? Talk to sales or learn how to purchase Scratchpad here.

Did this answer your question?