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Buck's Dashboard

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Buck's Opportunities

Example working space for a team member to view opportunities and log updated next steps.
Buck's Opportunities
17
Account Name
Opportunity Name
Type
Stage
Fiscal Period
Amount
Expected Revenue
Probability
Created Date
Close Date
Next Step
Next Step Update
Log Next Step
Grand Hotels & Resorts Ltd
1
Product Team Upsell
-
Closed Lost
Q1-2022
$25,000.00
$0.00
0%
4/25/2022
3/10/2022
Follow up and ask why they chose competitor
​
Log
Burlington Textiles Corp of America
1
Upsell with HR team
Existing Customer - Upgrade
Proposal/Price Quote
Q3-2022
$1,000.00
$750.00
75%
4/25/2022
7/8/2022
Ask for another call
​
Log
Boeing
3
Software Sales
-
Needs Analysis
Q1-2022
$70,100.00
$14,020.00
20%
9/15/2021
1/6/2022
-
​
Log
Sponsorship
-
Value Proposition
Q4-2021
$86,910.00
$43,455.00
50%
9/15/2021
12/31/2021
-
​
Log
Lead Referral Sale
-
Negotiation/Review
Q1-2022
$89,015.00
$80,113.50
90%
9/15/2021
2/9/2022
-
​
Log
Nike
1
Hardware Sale
-
Prospecting
Q4-2021
$45,000.00
$4,500.00
10%
9/15/2021
12/18/2021
-
​
Log
Acme Corp.
3
Upsell Deal
-
Needs Analysis
Q4-2023
$40,000.00
$8,000.00
20%
9/15/2021
11/10/2023
-
​
Log
Expansion into PNW
-
Id. Decision Makers
Q4-2023
$25,000.00
$15,000.00
60%
9/15/2021
10/25/2023
Names to faces
​
Log
2024 Q1 Contract Renewal
Existing Customer - Upgrade
Value Proposition
Q4-2023
$400,000.00
$200,000.00
50%
9/15/2021
11/13/2023
Think about things
​
Log
Dunder Mifflin
1
Scranton Office Licensing
-
Closed Lost
Q2-2022
$36,000.00
$0.00
0%
4/25/2022
4/13/2022
Call Michael Scott when next budget review kicks off
​
Log
Universal Exports
1
Exporting Expansion
-
Closed Lost
Q1-2022
$65,875.00
$0.00
0%
4/25/2022
2/10/2022
Check in with head of Exporting division
​
Log
Wayne Enterprises
3
Gotham City Contract
-
Closed Lost
Q1-2022
$98,000.00
$0.00
0%
4/25/2022
3/31/2022
check in with Bruce next quarter
​
Log
Expansion to Design team
-
Needs Analysis
Q4-2023
$40,000.00
$8,000.00
20%
10/18/2023
11/30/2023
Contact procurement for updated RFP
​
Log
Upsell to Enterprise tier
-
Proposal/Price Quote
Q4-2023
$60,000.00
$45,000.00
75%
10/18/2023
12/14/2023
Contact finance team for signatures
​
Log
Tyrell Corporation
1
Tyrell Hong Kong Expansion
-
Closed Lost
Q2-2022
$65,000.00
$0.00
0%
4/25/2022
4/6/2022
licensing for the Hong Kong office
​
Log
Monsters, Inc
1
Austin office licensing
-
Closed Lost
Q1-2022
$15,000.00
$0.00
0%
4/25/2022
3/1/2022
Check in with procurement in three months
​
Log
Veridian Dynamics
1
Product Development Team Upsell
-
Closed Lost
Q2-2022
$4,050.00
$0.00
0%
4/25/2022
4/12/2022
Check in with Ted
​
Log
Incite Inc
1
Incite HR Team
New Customer
Qualification
Q2-2022
$60,000.00
$6,000.00
10%
4/25/2022
5/27/2022
Think about approach
​
Log
Ajira Airways
1
Pilot team
New Customer
Value Proposition
Q2-2022
$15,000.00
$7,500.00
50%
4/25/2022
6/17/2022
Try to provide value
​
Log
Planet Express
1
New York Team Licenses
New Customer
Needs Analysis
Q3-2022
$0.00
$0.00
20%
4/25/2022
8/6/2022
Take a guess
​
Log
Union Aerospace Corporation
1
Boise Team Licenses
-
Qualification
Q3-2022
$55,000.00
$5,500.00
10%
4/25/2022
8/5/2022
-
​
Log
-
1
Delorean Construction Inc. HQ System
Existing Customer - Upgrade
Needs Analysis
Q2-2022
$4,000.00
$800.00
20%
5/6/2022
5/13/2022
-
​
Log
Delorean Construction Inc.
1
Expansion to Sales team
-
Qualification
Q4-2023
$10,000.00
$1,000.00
10%
10/18/2023
11/28/2023
Reach out to Sales Leader again
​
Log
⁠
⁠

Behind the scenes 👀

Color coding is a result of conditional formatting. (
Table conditional formatting
⁠
help article.)
Log next steps button
This is a row button.
You can view the formula in this button by navigating to the top of the column and opening the formula builder (
example gif
⁠
).
The button performs two actions:
ModifyRecord(): logs the new next step to Salesforce
ModifyRows(): clears the data so the user can log another next step
These occur sequentially, bundled together using the RunActions() formula
(
more details on this formula
⁠
)
For more details on creating buttons that perform actions in Salesforce, review this guide:
Set Up Guide for the Salesforce Pack
⁠
⁠
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.