The UPilot Radar gives you a list of all the past activities done in a simple to see chronological order. With the filtering capabilities, you can choose to see only a certain type of activities.
With the Radar, you can also easily track the deals which have either advanced or regressed in your pipeline.
To track the advances and regressions, you can:
Deals Advanced
With this filter, only the activities where a deal has progressed in the pipeline will be displayed. You can use this filter to check the progress of your pipeline on a regular basis.
Using additional filters such as “by user”, you can check how each salesperson has been progressing their deals in the pipeline.
Deals Regressed
The Deals regressed filter only shows you the deals which have moved backward in the pipeline. This can give you critical info and show deals which you may need to specifically look at.
