A small but important feature is fresh out of the oven. Go to the Accounts page in Analytics. Click on Edit Columns. Choose and add from the left the columns Open Pipeline and Expected Revenue.

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It will add Open Pipeline and Expected Revenue to your Accounts table.

  • Open Pipeline is the value of all of your Salesforce opportunities for that account.
  • Expected Revenue is that value multiplied by the probability % of that opportunity (if it exists)

We have a slew of analytics improvements slated for the coming weeks and months.


New Admin Section: Check out the beta of the new admin area. It has some cool new features such as logging PlayMaker emails and phone calls to Salesforce. Let us know what you think!

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