for C-Suite, Reports, Sales Leaders, Sales Ops

Monitor and Prioritize your Deals with a Pipeline by Rep Report

As you know, monitoring your team’s pipeline is probably the most critical functionality for your sales org. In fact, it’s probably one of the primary reasons you invested in a CRM. It allows you to track rep performance, monitor deals, set priorities, and forecast an outlook for your team.

With Troops and a Pipeline by Rep Report, you can bring that pipeline goodness into Slack, whenever you need to reference it. Most of our users like to pull the report before 1:1s between AEs and Managers, where the focus can turn immediately to strategic items. It’s great for remote 1:1s as well!

pipeline_by_rep-1

Takeaways

WHAT:Report that shows current pipeline by rep
TYPE: Troops Report
FOR: Sales Leaders, Sales Ops
WHY USE THIS: Use this report pull to share during 1:1s, help forecast, and as a check on rep performance
HOW: Using your Pipeline by Rep report in Salesforce, use Troops to quickly surface the same information in Slack

Outcomes: ➕rep performance  ➕forecasting accuracy

In Order To Make Magic Happen….

Integrations Needed:  search   search
Channels: Personal DM
Recommended Schedule: N/A; Pull Ad-Hoc

 

⚠️ To utilize this report, you’ll need to have a way to track deals in your pipeline.

For our example, we will be using the Opportunity object to fulfill this requirement.

How To Do It

 1. Create a Pipeline by Rep report in Salesforce

  • Recommended filters
    • Show only Open opportunities and set Date Field to Close Date in the Current FQ

pipeline_by_rep___salesforce_-_developer_edition

  • Recommended layout
    • Summarize by Opportunity Owner
    • Columns
      • Opportunity Name, Stage, Type, Amount, Close Date

2. Enable the Pipeline by Rep report in your Troops dashboard

troops_ai-4

 

3. Pick a channel and save without scheduling

  • Recommended schedule
    • N/A; You can pull the report as needed in Slack using “/troops-report”

troops_ai-3-1-2

 

Have questions, comments, or additional tips? Comment below or Talk to us!