The Pipeline view in SPOTIO works to help you gain visibility into the records that your reps are working within their territories as well as what stages they’re currently in. You can see which records are still within the beginning stages and which are close to closing providing you a simple way to know how your sales team is performing.

Pipeline View

From the Pipeline view screen, you will see a total contract value amount of all the records within your pipeline as well as how many records you are currently managing. The stages will be broken down, providing you with a running list of each lead within the stage as well as the total contract value of the records within each stage.

Filtering the Pipeline

You can filter the Pipeline view by clicking on the “Show Filters” option to the bottom left of the screen.

Clicking on the “Show Filters” option will pop up the filter menu where you can choose to filter by Time Frame, Territory, Field Rep, Stage, Activities, and Last Location Status. If you click on the “Add Options” button from within the Filter menu, you can filter the data by any custom fields that you currently have within your account.

Using the filters will allow you to break down the views by rep, giving you further visibility into their individual pipelines and see how many records they are currently working on as well as what stage they have the most records; valuable data to help coach and train your team to become the most efficient.

Benefits of Pipeline Management

Managing your pipeline gives you a clear view of where all your records stand within the sales process, helping you identify where to focus your efforts. 

FAQs

Why am I not seeing a Pipeline View?
The Pipeline View is only available for record types that have Stages configured. For more information, refer to the "Configuring Data Objects" article.