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Lala Djafarov
Lala Djafarov
Regular Contributor
May 15, 2023
Solved

Show Reps with no Pipeline for Next Q

  • May 15, 2023
  • 0 replies
  • 133 views

Is there a way to show on a chart (that then will be pinned to a dashboard) - people that have no pipeline for next quarter?

If I create a straight forward chart of open opportunities it will leave out people with 0$ Pipeline.

 

Thanks!

      This topic has been closed for replies.
      Best answer by Kenna

      Hi, Lala! If you are curious to learn more about forecasting pipeline for future quarters to gain visibility into this (as Ty mentioned), this webinar recording in our Knowledge Base is a good overview. Check it out here.

      Ty Lapinski
      Salesloft Employee
      Ty Lapinski
      Salesloft Employee
      May 22, 2023

       Hi @Lala Djafarov,

      Unfortunately, our charts widgets will only return results if there are records associated to the owner. You can create an Idea for this improvement to display users with $0 pipeline.

      Another place to gain visibility to a user with $0 pipeline would be in Forecasting since we display all users and their associated pipeline even if $0.

      Hope this is helpful!

      Ty Lapinski | Director, Customer Success
        Kenna
        Community Manager
        KennaAnswer
        Community Manager
        May 23, 2023

        Hi, Lala! If you are curious to learn more about forecasting pipeline for future quarters to gain visibility into this (as Ty mentioned), this webinar recording in our Knowledge Base is a good overview. Check it out here.

        Kenna Valdez, Manager, Customer Community, Clari
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