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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
Account Name
Opportunity Name
Type
Stage
Fiscal Period
Amount
Expected Revenue
Probability
Created Date
Close Date
Next Step
Next Step Update
Log Next Step
1
Product Team Upsell
$25,000.00
$0.00
0%
4/25/2022
3/10/2022
Follow up and ask why they chose competitor
​
Log
1
Upsell with HR team
$1,000.00
$750.00
75%
4/25/2022
7/8/2022
Ask for another call
​
Log
3
Software Sales
$70,100.00
$14,020.00
20%
9/15/2021
1/6/2022
-
​
Log
Sponsorship
$86,910.00
$43,455.00
50%
9/15/2021
12/31/2021
-
​
Log
Lead Referral Sale
$89,015.00
$80,113.50
90%
9/15/2021
2/9/2022
-
​
Log
1
Hardware Sale
$45,000.00
$4,500.00
10%
9/15/2021
12/18/2021
-
​
Log
3
Upsell Deal
$40,000.00
$8,000.00
20%
9/15/2021
11/10/2023
-
​
Log
Expansion into PNW
$25,000.00
$15,000.00
60%
9/15/2021
10/25/2023
Names to faces
​
Log
2024 Q1 Contract Renewal
$400,000.00
$200,000.00
50%
9/15/2021
11/13/2023
Think about things
​
Log
1
Scranton Office Licensing
$36,000.00
$0.00
0%
4/25/2022
4/13/2022
Call Michael Scott when next budget review kicks off
​
Log
1
Exporting Expansion
$65,875.00
$0.00
0%
4/25/2022
2/10/2022
Check in with head of Exporting division
​
Log
3
Gotham City Contract
$98,000.00
$0.00
0%
4/25/2022
3/31/2022
check in with Bruce next quarter
​
Log
Expansion to Design team
$40,000.00
$8,000.00
20%
10/18/2023
11/30/2023
Contact procurement for updated RFP
​
Log
Upsell to Enterprise tier
$60,000.00
$45,000.00
75%
10/18/2023
12/14/2023
Contact finance team for signatures
​
Log
1
Tyrell Hong Kong Expansion
$65,000.00
$0.00
0%
4/25/2022
4/6/2022
licensing for the Hong Kong office
​
Log
1
Austin office licensing
$15,000.00
$0.00
0%
4/25/2022
3/1/2022
Check in with procurement in three months
​
Log
1
Product Development Team Upsell
$4,050.00
$0.00
0%
4/25/2022
4/12/2022
Check in with Ted
​
Log
1
Incite HR Team
$60,000.00
$6,000.00
10%
4/25/2022
5/27/2022
Think about approach
​
Log
1
Pilot team
$15,000.00
$7,500.00
50%
4/25/2022
6/17/2022
Try to provide value
​
Log
1
New York Team Licenses
$0.00
$0.00
20%
4/25/2022
8/6/2022
Take a guess
​
Log
1
Boise Team Licenses
$55,000.00
$5,500.00
10%
4/25/2022
8/5/2022
-
​
Log
1
Delorean Construction Inc. HQ System
$4,000.00
$800.00
20%
5/6/2022
5/13/2022
-
​
Log
1
Expansion to Sales team
$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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