Unified Sales Pipeline View

Current Situation:
Right now, our sales tool allows us to filter different pipelines separately, but we don’t have a single view where all active quotes and opportunities across pipelines are visible at once.

Proposed Improvement:
A consolidated sales pipeline view that displays all active quotes and opportunities across different pipelines in one place. This would allow us to:

  1. See the complete sales process at a glance, without switching filters.
  2. Quickly identify bottlenecks and track progress across all deals.
  3. Improve efficiency by reducing the need to switch between different views.
    Possible Visualization:

A Kanban-style board where each stage of the pipeline is a column.
Different pipelines can be color-coded to distinguish them.
The ability to toggle between an individual pipeline view and the unified view.
This feature would streamline our sales process and help the team stay more organized.

I have added a picture as kind of an idea how this would look like.

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Upvoters
Status

New

Board
💡

Feature Request

Tags

[CMP]_Opportunities

Date

About 1 year ago

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