Shows total pending proposal value broken down by salesperson — who owns what and how much. Flags any rep with more than 50% of the total pipeline.
Using my Knowify data, run the SalesReport for [date range]. Pull total ValuePending across all sales leads. Show a breakdown by sales lead name, how many proposals are pending for each, and the total pending value per person. Flag any rep with more than 50% of the total pipeline.
