Are you having difficulty inspecting deals to understand how your team is progressing throughout the quarter? Do you want more insight into deals that have increased or decreased in value, changed stages, or had their close dates pushed out?
Before, you might have been copying and pasting data into a spreadsheet - or exporting the data from Salesforce - and manually comparing it week over week 📊
Enter Scratchpad's Advanced Change Spotlighting!
Now, you can easily identify what has changed in your pipeline, better understand how deals have progressed, and more effectively coach your reps on their deals.
Let's walk through it together ⬇️
Open up a Pipeline Grid View and select "Highlight" on your menu bar
Toggle on "Changes" and select your desired timeframe
Number of days ago - 7 is the default
Any cell that was changed in Scratchpad over the selected time period will now be spotlighted!
Increase in number value
Date moved forward (earlier than last date selected)
New value chosen in picklist (new selection sits below old selection in dropdown)
Change in text
Empty cell → ≠ empty cell
Decrease in number value
Date moved out (later date than last selected)
New value chosen in picklist (new selection sits above old selection in dropdown)
↗️ Hover over the icon in each cell to see what the previous value was. Click on the number of changes to open up the full Audit History.
🚨 Limitation: You will not see an icon or change history for any Lookup fields