Product Demos
Cleaning Pipeline

Cleaning Pipeline

Spot stale opportunities and fix stages, close dates, and amounts in bulk.

Clean up your Salesforce pipeline

This demo shows a pipeline cleanup grid in Wave that surfaces stale deals, past-due close dates, and missing amounts. You fix them inline or in bulk, so your Salesforce pipeline is accurate before the next forecast call.
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Account Management

Review your book of accounts and update owners, fields, and next steps in one view.
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Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.
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Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.
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Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.
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Ready to try it in your own org?

Install Wave free and build your first grid in minutes, or book a demo and we will walk through your use case.
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