Using the "Changes Since" Filter for Better Salesforce Pipeline Inspection
Ever found yourself staring at your Salesforce Pipeline Inspection dashboard, scratching your head? You know a deal moved, but it’s not showing up where you expect it to. Or perhaps it appears under “This Week” but vanishes when you select “2 Weeks Ago”? If that sounds familiar, you’re not alone. Pipeline Inspection is a powerful tool for sales leaders and reps, offering dynamic insights into pipeline health. But its “Changes Since” filter, particularly how it calculates “Moved In” and “Moved Out” opportunities, can sometimes feel like a magic trick. Today, we’re pulling back the curtain on that magic, using a real-world scenario to explain exactly what’s going on. ...