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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👇

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.

Highlights

✔ 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.

Provider Details

Highgate Analytics, Inc.
5 Powderhouse Ln, Sherborn, MA 01770 United States
Social Impact
Pledge 1%
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Founded
2022
Website
Email
Phone
+1 (508) 633-3199

Highgate Analytics specializes in unlocking the power of historical data to drive better conversations about sales pipeline health: at the rep, VP, CXO, and Board-level.

Pricing Details

Free

You can fully use this solution without payment.