TEAM MANAGEMENT

👔 Team & Pipeline Management

See more than just your own pipeline — see the whole team's, on one screen. Manager work, done right inside Explorer.

A cross-team view of every direct report

Turn time spent checking deals one by one into time spent making decisions.

👔

Manager Dashboard

Cross-view opportunity KPIs — count, amount, and deals needing attention — for every direct report.

🏆

Team Leaderboard

Ranks your direct reports by won amount.

👤

Activity by User

A dashboard showing, per user (opportunity owner), data-entry rate, activity volume, contact frequency, pipeline and win rate on one screen.

⚖️

Capacity Planner

Compares each rep's open-deal count against a target benchmark.

💰

Commission Estimator

Estimates commission per rep from won amount × commission rate.

🤝

Co-Sell Tagging

Marks and lists deals being worked jointly with another team.

✅

Pending Approvals

Lists deals currently pending in the standard Salesforce approval process.

Territory, currency, and cross-sell, too

Built for org structure and multi-currency realities alike.

🗺

Territory / Quota Management

Cross-views actuals vs. targets by parent department, affiliation, owner, and other scopes.

💱

Currency Breakdown

For multi-currency orgs, aggregates pipeline/won/lost totals by currency, with exchange-rate conversion support.

🛒

Cross-Sell / Upsell Discovery

Suggests products that sell well elsewhere but haven't yet been offered to a given account.

Never miss a follow-up again

Notifications & Reminders deliver only the desktop alerts you actually need — high-risk deals, overdue follow-ups, at-risk targets.