Automatic sorting & filters
Wouldn't it be handy if a person could filter by time zones in the pipeline? At 3pm MST, I dont want to see EST opportunities. Additionally, wouldn't it be cool if a person was working the leads list from the pipeline and once you added a sales activity, it moved to the bottom of the list?
Show sales team performance
As a sales manager/CRO, I want daily/weekly/monthly reporting on a per team and per rep basis showing forecast (derived from pipeline), actuals (billing information), against quota (manually entered on a rep basis). I would love to be able to see this in the leaderboard and pull reports via csv from the platform to be able to analyze.
Bulk Update Expected Close Dates
It would be helpful to update in bulk. I would envision a checkbox on each opp card, or a drag to highlight and then perform the action.
Net income from opportunity
It would be helpful to see the net value of the opportunity total. Is that possible? Or is that a feature I haven't found yet?
Lead Insights Generated by AI
As a sales manager, I want to know which leads are of quality and why (based on firmographic data + website, email platform engagement activity + conversion point, etc.). When a new lead comes in, I want to route that lead to a sales rep with a summary in my CRM telling me: why it’s a good lead what products and services they offer today who they sell to currently what they’re most interested in It would be great to get these insights delivered via AI so my team doesn't need to spend time digging for them.