Dashboard Improvements - Filter contracts by persons' deals
The need: teams want contracts split by owner. Dashboards can’t be filtered or grouped by person today, so managers export and build the overview in a spreadsheet.
Typical use case: a sales or account management lead tracks unsigned contracts per team member. They check weekly, send each person their numbers, report to leadership, and watch the trend.
What’s needed: a per-owner split with the trend for managers, each owner’s own outstanding contracts, and a shared view for leadership.
Log in to comment and vote
No comments yet
Be the first to share your thoughts.