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Sales Process Compliance
Hello Dev Community I have a challenge for you!
I'd like to supply our Sales Managers with a Sales Path compliance report or dashboard. It would show 1) only the opportunities which roll up to the manager 2) if the sales rep went through ALL sales stages or not all with the goal of optimizing sales process eifficiency.
Stage changes are tracked in the Opportunity History. Please let me know if you have any ideas regarding how to identify Sales Path compliance?
I'd like to supply our Sales Managers with a Sales Path compliance report or dashboard. It would show 1) only the opportunities which roll up to the manager 2) if the sales rep went through ALL sales stages or not all with the goal of optimizing sales process eifficiency.
Stage changes are tracked in the Opportunity History. Please let me know if you have any ideas regarding how to identify Sales Path compliance?
Allison HoliskiLOVE this request. Has anything come of it? Our nonprofit is just now implementing Salesforce and I'd love to set our Power Users up with a dashboard they can use to monitor process conformance and data quality.