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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. ( 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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