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Kenna
Salesloft Employee
Salesloft Employee
March 18, 2024

Use Groups to inspect your book of business from different angles.

Click the Add Group button to select your groups (you can apply up to 4 at any given time). To remove a Group, click X.

 

  • How are you deals distributed across your different forecast categories or stages? Does that distribution align with where you’re at in the quarter?

  • Are there any deals with discrepancies between their forecast category and stage (i.e. a late stage deal in Best Case that you might move to Commit)?

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