Out of the Box Cards

21 articles in this collection
Written by Holly Jones

Sales Pipeline Cards

Out of the Box Sales Pipeline Cards

See which Sales Pipeline data cards have already been built for you!

Written by Holly Jones
Updated over a week ago

Opportunities Created this Month Card

Opportunities by Creation Date

Written by Holly Jones
Updated over a week ago

Open Pipeline Closing this Month Card

Pipeline Today Open Opportunities

Written by Holly Jones
Updated over a week ago

Open Pipeline Closing this Quarter by Rep by Close Date Card

Pipeline Today by Employee by Close Date

Written by Holly Jones
Updated over a week ago

Open Pipeline Closing this Quarter by Rep by Stage Card

Pipeline Today by Employee by Stage

Written by Holly Jones
Updated over a week ago

Open Pipeline Closing this Quarter by Rep by Stage Count Card

Pipeline Today by Employee by Stage Count

Written by Holly Jones
Updated over a week ago

Open Pipeline Closing this Quarter by Close Date by Stage Card

Pipeline Today by Close Date

Written by Holly Jones
Updated over a week ago

Open Pipeline Closing this Quarter by Product Card

Pipeline Today by Product

Written by Holly Jones
Updated over a week ago

Sales Results Cards

Out of the Box Sales Results Cards

See which Sales Results data cards have already been built for you!

Written by Holly Jones
Updated over a week ago

Won/Lost Opps Closed Trailing 12 Months by Rep by Opp Count and Opp Value Cards

Won/Lost by Rep: Opportunity Count or Value

Written by Holly Jones
Updated over a week ago

Won/Lost Opps Close Trailing 12 Months by Lead Source: Opp Count and Value Cards

Won/Lost by Lead Source: Opportunity Count or Value

Written by Holly Jones
Updated over a week ago

Closed Won this Month Card

Deals Landscape

Written by Holly Jones
Updated over a week ago

Closed-Won Trailing 12 Months Card

Bookings Over Time

Written by Holly Jones
Updated over a week ago

Closed Won this Month by Account Card

Bookings by Account

Written by Holly Jones
Updated over a week ago

Closed Won this Month by Rep Card

Bookings by Employee

Written by Holly Jones
Updated over a week ago

Closed Won this Month by Product Card

Bookings by Product

Written by Holly Jones
Updated over a week ago

Closed Won this Month by Lead Source

Bookings by Lead Source

Written by Holly Jones
Updated over a week ago

Closed Won this Month by Deal Card

Bookings by Deal

Written by Holly Jones
Updated over a week ago

Advanced Sales Math Cards

Out of the Box Advanced Sales Math Cards

Written by Holly Jones
Updated over a week ago

Contact Engagement Cards

Out of the Box Contact Engagement Cards

Written by Holly Jones
Updated over a week ago

Lead Engagement Cards

Out of the Box Lead Engagement Cards

Written by Holly Jones
Updated over a week ago