Understanding the pipeline of your reps or yourself (whether you are an Account Executive or a manager) is key to success in sales. Everything starts and ends with a well-oiled machine.
That's why it's super important to make sure you understand how to filter your pipeline for the most important fields of your sales process. In this example, we'll show you how to create a pipeline view focusing on missing next steps.
We'll focus on missing the next steps here, but with Weflow, you can do this for any field or sales methodology.
Pro tip: Use the "Group by" feature to group your pipeline view into sections, e.g., by Owner or Stage.
That's it! You now have a pipeline view showing all Opportunities with missing next steps.