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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👇
- Industries
- Horizontal Product
- Business Need
- SalesLead & Opportunity ManagementData 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.
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Showing 3 of 3 Reviews
Unlocking Sales Potential with MergeChart: A Game-Changer for Pipeline Analytics
MergeChart revolutionizes sales analytics by providing deep insights and actionable data at your fingertips. Its robust features—such as retroactive forecasting, customizable filters, and interactive visualizations—empower teams to uncover trends, pinpoint root causes, and optimize strategies with ease. By leveraging historical data and enabling seamless time-period comparisons, MergeChart transforms complex pipeline management into a streamlined process, driving smarter decision-making and stronger results. For any sales team looking to enhance performance and achieve their goals, MergeChart is the ultimate analytics solution.
Effective tool to analyze pipeline & historical forecasting
This app is 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. IMO, the best feature of this app is that it 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. I wouldn't change anything about this app at the time, but I know if I did want something changed, the Mergechart team will review requests and make every effort to support their customers.
Quick and efficient way to see big picture pipeline movement over time
Mergechart offers an excellent overview of pipeline trends and comparisons at a glance. The interactive charts are particularly effective for quickly pinpointing the root causes of changes in the pipeline over different periods. The technical support team was also very helpful in ensuring I fully understood the app's capabilities. However, it's important to note that Mergechart primarily focuses on the Opportunity Close Date and Amount fields, so make sure these are relevant to your needs before installation.