This enhancement enables users to easily track and analyze the total card count for leads, quotes, and closed deals, improving visibility and decision-making.
Use Case:Track your sales progress more effectively by visualizing total counts for leads, quotes, and deals.
To View the Enhancement:
- Navigate to the Pipeline’s Module.
- Next, click on the three dots located in the top right corner.
- From the drop-down menu, select ‘Deal Charts.’
- Select ‘Quote to Close Cards’ in the deal charts.
- You will now be able to view the toal card count for leads, quotes, and closed Deals.
- The same has also been implemented within the ‘Sales Dashboard.’
