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Updates to Farmer PL Dashboard

Available now

Hi team, we just rolled out a new Territory view in the Farmer Pipeline Dashboard.
You can now view pipeline performance by territory, including East, Central, West, EMEA, Canada, and APAC, with:
  • Closed Won vs. Active Pipeline by territory
  • Commit and Best Case pipeline
  • ARR / MRR and weighted pipeline
  • Territory-level drill-down by rep, stage, and individual deal
We also added a Clean Up tab to make it easier to identify accounts and open deals still assigned to former owners. This tab can be used to review those records and update the Account Manager as needed.

The dashboard is live from HubSpot and will continue to update automatically.

Farmer Pipeline Dashboard:
https://script.google.com/a/macros/slide.tech/s/AKfycbzxFNoUDfLo9VV8JeIXrAbP9efRUZbpYNi8Y013d-I5AapZrJNj_8n7UE27XG36wJM6/exec