We can’t tackle all those pieces at once so we had to decide where to start. We already have pipeline analysis reports, opportunity reports and forecast history reports in InsightSquared -- they’re just not tied to a dedicated workflow. Those would
I created another iteration that organized opps into a sidebar that was structured more like a receipt or calculator. Opps would be included and could be manually overridden.
With this version we began testing to get user feedback. A couple things were wrong about the information included for each opp, selected opps would hide the opp score, users weren’t quite sure what search/select input at the top of the sidebar did,
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