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Mergechart™ Sales Pipeline Trending - instant & retroactive no snapshots needed

See Your Salesforce Pipeline as a Movie — Watch the 2-Min Demo👇

Overview

Mergechart™ is single view of Sales Pipeline trend that executives value. Leverages Opportunity History logs to reveal trend over time. Overlays current/past periods. Drill down enables root-cause finding. Early warning eliminates pipeline surprises.

See How Mergechart™ Sales Pipeline Trending - instant & retroactive no snapshots needed Works

✔ Forecast on existing data Generates trends using your data from before MergeChart was installed.
✔ GPT & AI ready Prove AI-readiness by showing repeating trends in pipeline despite imperfect data quality. Export charts to LLM's for expert analysis.
✔ Drill Down from Interactive Charts Quickly pinpoint the root causes of changes in the pipeline over different periods.
✔ Retroactive Insights Leverage historical data instantly, with no need for setup. Analyze trends and compare past performance right out of the box.
✔ Customizable Filters Focus insights by filtering on any field, from Opportunity Amount to custom fields like Deal Type.
✔ Interactive Visualizations Uncover root causes with advanced and interactive charts. Seamlessly compare different time periods for actionable insights.
✔ Filter with Custom Fields Filter on any field from the Opportunity, Account, Record Type, or User object.

✔ What Customers Say: “Excellent to review historical pipeline opportunities to actual performance. It is very easy to change the time periods you are comparing, and it is customizable to show unique products, or groupings.” “The interactive charts are particularly effective for quickly pinpointing the root causes of changes in the pipeline over different periods. Excellent overview of pipeline trends and comparisons at a glance.” “The best feature of this app is that it is fact based and shows a visual representation of what I historically reviewed with sales management in Excel. You can easily drill down on any variable, and export the data to Excel.” ✔ Opportunity Object Requirements We provide interactive trending using the Amount field only. Mergechart primarily focuses on the Opportunity Close Date and Amount fields.