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360° Goals
360° Goals
Sort and filter your 360° Goals
Sort and filter your 360° Goals

How to segment and prioritise your data in the 360° Goals section

Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago

Like your single partner account mappings, you can sort and filter results.

Here's a video to show you all the different options for filtering and sorting

(Skip ahead to 00:40)

See all partners that have an account as an existing customer.

On your 360 Goals you can use the "Is customer of" column to see all partners that have an open sales opportunity with an account.

See all partners that have an open sales opportunity with an account.

On your 360 Goals you can use the "Is open opportunity for" column to see all partners that have an open sales opportunity with an account.

See partner influence statistics for an account.

On a 360 Goals you will also see multipliers for revenue, win rate, deal size. This shows you the estimated impact on your KPIs for this grouping of partners. Find out more here.


Accounts on top of the list are the most promising accounts of your CRM.

360° Goals is a Premium Feature. To know more,

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