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Thread: Sales Opportunity funnel by team member

  1. #1
    billkraus is offline Junior Member
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    Dec 2010
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    Default Sales Opportunity funnel by team member

    ok, I have looked and tried but can't seem to get a sales funnel that shows opportunity amounts by sales team members.

  2. #2
    DPowell is offline Junior Member
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    Aug 2011
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    Default Re: Sales Opportunity funnel by team member

    Bill,

    I don't think you can do that. What I did was created an Opp. Pipeline for each member of the sales team.
    Then, I had them use dashlets to select their report, and add their pipeline to their home page.

    - Dave

  3. #3
    fb.daytona Guest

    Default Re: Sales Opportunity funnel by team member

    Quote Originally Posted by DPowell View Post
    Bill,

    I don't think you can do that. What I did was created an Opp. Pipeline for each member of the sales team.
    Then, I had them use dashlets to select their report, and add their pipeline to their home page.

    - Dave
    Greetings - I am going through the trial period right now. Based on what you are saying, then the VP of sales cannot see a single report that provides an overview of all opportunities, grouped by each sales agent?

    Thanks
    FB

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