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Private ListingThis listing is private and can't be found by searching or browsing AppExchange.

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

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

Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Sales
Lead & Opportunity Management
Data Visualization
Requires
Sales Cloud
Compatible With
Sales Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Customers must use the the Amount field of the Opportunity object as the primary $ value of the Opportunity. Mergechart relies on the Amount field exclusively and does not pull dollar amounts from other fields.

App Details

Version
mergechart-package/Admin Force Update and Less SOQL 1.3.1
Listed On
05/02/2024
Latest Release
11/12/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 1
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/17/2024

Additional Details

✔ 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.

Need help?

Highgate Analytics, Inc.

5 Powderhouse Ln, Sherborn, MA 01770 United States

Email: support@mergechart.com call or text (508) 633-3199

Support Phone(508) 633-3199
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