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.

Use Template Set Setup Dashboard

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