Salesforce opportunities shape

Opportunity shape

Opportunity Shape

A micro-app for Salesforce allowing sales people to identify opportunity fit at a glance. A sales person can set up their own "prospect fit criteria" and assign them to each opportunity and see if the prospect can be a good fit. The app structure is divided into 3 parts: Overview, Settings, Opportunity Shape

Opportunity shape settings

Overview

All opportunity shapes in one place. Selecting multiple opportunities will create an aggregate view (up to 20 max).

Opportunities overview
Empty state

Opportunity dimensions settings

A sales person can create their own dimensions (up to 6) for assigning them to their opportunities. A score is assigned from 20 to 100.

Settings

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