1) What’s New in Timeline View?
\- Track pipeline growth
- Monitor new companies being added to your CRM each week or month.
- Quickly spot if your sourcing is growing, steady, or slowing down.
\- Understand Sourcing Efficiency
- Identify which stages (like Sourcing or Screening) bring in the most new deals
- Identify early warning signs of weak deal flow when additions slow down.
\- Measure team contributions
- View how many companies each team member adds
- Compare performance across your team to find your top contributors
For more insights, you can also explore Activity Trends to break down deal activities over time.
2. Where to find the Timeline View?
Go to Deal Flow CRM > Click on the Timeline tab. Toggle between Week-on-Week and Month-on-Month views
3. Want more metrics?
Just click View Activity Trends on the same page. Filters like Week-on-Week or First Added Date are pre-applied, so you can dive right into the data.
4. Need help?
We’ve got you covered 24/7. Reach out via live chat, email at support, or WhatsApp—we’re always here to help.
