A feature set for analyzing the individual products (line items) attached to your opportunities.
Shows product names, slash-separated, next to the deal name. Click through to open that opportunity's line-item related list directly.
Downloads an Excel file expanded to one row per product. Revenue, cost, profit, and margin are replaced with that product's own values.
Sparkline of each product's past 5 years of won amount. Compare up to 100 products, and click a card to filter by it.
Filters the opportunity list, Sales Graph, and Order Graph alike by product.
Product is a target-setting scope too — manage individual targets per product.
The Opportunity Summary also aggregates revenue by product. Deals with no product are grouped as "(Not set)."
Generate optimized prompts straight from your opportunity data.