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Buck's Dashboard

Buck's Opportunities

Example working space for a team member to view opportunities and log updated next steps.
Buck's Opportunities
17
Search
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
Q4-2021
$40,000.00
$8,000.00
20%
9/15/2021
10/22/2021
-
Log
Expansion into PNW
-
Id. Decision Makers
Q4-2021
$25,000.00
$15,000.00
60%
9/15/2021
11/16/2021
Names to faces
Log
2021 Q1 Contract Renewal
Existing Customer - Upgrade
Qualification
Q1-2021
$100,000.00
$10,000.00
10%
9/15/2021
3/31/2021
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
1
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
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
Behind the scenes 👀
Color coding is a result of 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 ().
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
For more details on creating buttons that perform actions in Salesforce, review this guide:
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