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Coda + Salesforce for Sales & Success
SFDC + Coda Team Starter Kit
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Team Dashboard

Top-line view of pipeline and revenue for your team.
Account Newsletter
Pipeline Review
Weekly Team Meeting
Use this page to review the following: Closed/Won/lost/overall pipeline and current qualified opportunities.
Closed / Lost
17
Connect your account to refresh data and send edits to Salesforce.
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Closed / Won
17
Connect your account to refresh data and send edits to Salesforce.
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Pipeline by Fiscal Period
17
Connect your account to refresh data and send edits to Salesforce.
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Pipeline by Stage
17
Connect your account to refresh data and send edits to Salesforce.
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Qualified Opportunities
17
Connect your account to refresh data and send edits to Salesforce.
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Behind the scenes 👀

Each of these charts is a view of the
DB_All Opportunities
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Learn more about
Using charts in Coda
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