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How It Works

Salesforce automatically stores granular history information on each of your individual opportunitties.  Mergechart™  works by aggregating that detailed data in an intuitive and highly interactive visualization so you master the big picture trends in your pipeline.
Mergechart before and after animation

Before Mergechart™, you can see where you are now with your pipeline, but you can't see the trend that got you here.

After Mergechart™ , you can see the trended line of this (or any) period's pipeline, and you can overlay it on past periods with a click.

With those trended views, you can be confident in knowing:

  • How did we get here?

  • Has anything changed unexpectedly recently?

  • How is this period different from past periods?

  • What are the root causes of changes to the pipeline? (Lost, Pushed, Shrunk deals)

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