Understanding deal & pipeline health helps you understand what to focus on and what to prioritize. There are common KPIs that you can use to determine whether a deal has the potential to move forward successfully or not. Some examples are:
Calculating these metrics can be time-consuming, especially on a deal-by-deal basis. That is why Weflow does this for you.
How a pipeline view with Weflow fields looks like
The add/hide field modal:
Info: You can add Weflow fields for any Salesforce object, i.e., Contacts, Opportunities, Accounts, and Leads. Not all fields are available for each object. Typically, you will see a large amount of options with the Opportunity object.