Sales Pipeline Tracking and Reporting Template Set

The Sales Pipeline Tracking and Reporting template set provides sales leadership with visibility into the sales pipeline across your organization.

Capabilities

  • See a real-time overview of your opportunities in the Sales Pipeline dashboard
  • View deals by stage, rep, value, or any custom dimension
  • Dig in to the details on any deal through a detailed tracking sheet
Template Set Flow Chart - Sales Pipeline Tracking and Reporting