Profiles Feature

Pipeliner offers you many ways to visualize and instantly filter dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. so that you can have the precise view you need. Filter options allow you to filter and view tasks based on any field.

Beyond that, Pipeliner allows you to save views that you know you’re going to regularly use—with our Profiles Feature.

For the Salesperson

A sales rep is generally going to want to see all their sales, and how their target achievement is going—Views which would be contained in one profile.

But with Pipeliner’s Profiles Feature, that salesperson can create other profiles. For example:

  • Commissions for a time period
  • Commissions against sales quotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards.
  • Sales of a particular productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. or service
  • Sales to a particular clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer.

With Pipeliner, create profiles in minutes, and save them so they are instantly accessible at any time. A userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. can create as many profiles as they like.

For the Sales ManagerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople.

A sales manager will always have a profile that contains a view of the entire sales team. But like the salesperson, they might want to create other profiles specific to the industry or analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). they consider important. For example:

  • Sales over a certain price point
  • Sales of a particular product line
  • Sales of a particular group or territory
  • Sales of the leading rep

Sales manager time is extremely valuable—and customized profiles mean instant access to Views specific to their position.

Profiles can be private (only to the user), public (shared with everyone) or only shared with specific others (customized).

Feature Available In These Products & Plans
Pipeliner Cloud
StarterBusinessEnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.Unlimited

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