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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.
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:
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How did we get here?
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Has anything changed unexpectedly recently?
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How is this period different from past periods?
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What are the root causes of changes to the pipeline? (Lost, Pushed, Shrunk deals)
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