Welcome to our step-by-step guide designed to help you navigate and utilize the Pipeline module effectively.
The Pipeline module is a powerful tool within our system, designed to enhance your planning and performance tracking capabilities.
Let's break down how you can make the most out of the two primary tabs in the Pipeline module: Forecasting and Patterns.
Getting Started with Forecasting
Viewing Your Pipelines
The Forecasting tab is your go-to place to see a comprehensive list of all the pipelines created by users across your organization. Here's what you'll find in this list:
Pipeline Title: The name given to the pipeline.
Owner's Name: The person who created or is responsible for the pipeline.
Creation Date: When the pipeline was initially set up.
Modification Date: The last time any changes were made to the pipeline.
This overview lets you quickly grasp the essential details of your organization's pipelines.
Creating a New Pipeline
Ready to add a new pipeline? Simply click the 'New Pipeline' button. This feature is available for Salesforce channel users who have permissions to Read (R), Write (W), and Delete (D). If you're not a Salesforce channel user, you'll still be able to view the pipelines but not create them.
Diving into Pipeline Details
Click on any pipeline in the list to explore its details further. You'll find:
Actual and Expected Numbers: Compare what was predicted versus what has happened.
Goals Category: Quickly see if you're meeting, exceeding, or falling short of your targets.
You can select different historical periods to base these figures on, giving you insights into your goal achievement status over time.
Enhancing Your Analysis with Filters
The Pipeline module allows you to dive deeper into your data:
Filter by Field Values and Deal Values: Focus on the information that matters most to you.
Edit Details: You can adjust everything from revenue goals and forecast duration to the historical date range you're analyzing.
Change Funnel Mapping and Selections: Update the funnel mapping and modify the selected Object and Field as needed.
This level of customization ensures you can tailor the Pipeline module to suit your specific needs and preferences.
Patterns Tab: Uncovering Trends
While this guide focuses on the Forecasting tab, don't forget the Patterns tab. It's another vital part of the Pipeline module, designed to help you identify and analyze trends within your data.
Make sure to explore this area to gain additional insights into your organization's performance.
The Pipeline module is a robust tool that simplifies forecasting and pattern analysis efforts.
By familiarizing yourself with its features—ranging from viewing and creating new pipelines to customizing your data analysis with filters—you can enhance your strategic planning and more effectively achieve your business goals.
Remember, the key to leveraging the Pipeline module is understanding how to navigate and utilize its features.