Opportunity Shape

Opportunity Shape can help you quickly and easily identify good and bad opportunities so you can focus your time and energy on deals that have the best chance of closing.

In Salesforce, it's been far too challenging for too long to get a quick, digestible view of your open opportunities and easily see whether they are worth your team's time and effort.

Decide which attributes your team values (i.e. budget, industry, location, etc.) and weight those values according to importance and within seconds get a holistic, dynamic view of your entire pipeline.

Not only will your opportunity shape be unique to your organization, but you can aggregate all of your opportunities to create one massive shape and see if your company is headed in the right direction.

:::Features:::

• Compare Opportunities Whether your pipeline is in the tens or the thousands, quickly on one page see whether they are matching your organization's desired values.

• Map your Opportunities Not all opportunities are created equally. Some may fit the budget but be the wrong industry, or some may be in the right location but have the wrong budget. We know this can be tough to decipher at a glance especially when you have thousands in your pipeline. With Opportunity Shape, you are able to weigh which attributes are important to your organization and create your team's own unique shape.

• Aggregate Opportunties If you have thousands of opportunities in your pipeline, you won't have to go into each one and dissect whether they fit your desired opportunity shape or not. Aggregate some, or all, of your pipeline opportunities to create one massive shape. This will tell you whether your pipeline is full of worthwhile opportunities or whether you need to reassess.