This release introduces three highly requested features that sharpen forecasting, give sales leaders better coaching tools, and make deal engagement more transparent. From global filters that unify your view to calculated activity fields and a “view as” mode, these updates help every role make faster, more informed decisions. All features are now live in your GTM Engine account.
1. Global Filtering: One filter, complete control
TLDR: Apply advanced filters once and see them update the entire Forecast view, including the data table below. Always visible at the top in a new sticky bar, filters now work across all data elements on the page.
HOW IT WORKS:
- Find the new global filter control in the top-right of the Forecast view
- Filter by owner, org, stage, amount, and more
- Combine multiple filters for deeper insights; filters are cumulative and easy to adjust
- Enjoy a persistent, sticky filter bar for quick changes without losing context
WHO BENEFITS: AEs can zero in on the right opportunities faster. Sales leaders can run targeted pipeline reviews instantly. RevOps gains a single source of filtering truth for cleaner, more accurate forecasting.
2. Calculated Activity Fields: Engagement at a glance
TLDR: Three new real-time fields in the Pipeline Opportunities table show you exactly how active each deal is—no digging required.
HOW IT WORKS:
- Fields available: Days Since Last Touch, Days Until Next, Total Activity Count
- Add via the field configuration button in the top-right of the Pipeline Opportunities table
- Toggle them on to add as columns and instantly view engagement levels alongside other deal data
WHO BENEFITS: AEs can prioritize follow-ups with data-driven urgency. Sales leaders can spot under-engaged deals before it’s too late. RevOps gains activity benchmarks to monitor pipeline health.
3. “View As” Mode: Step into your rep’s dashboard
TLDR: Sales leaders can now view their AE’s dashboard exactly as the rep sees it—ideal for coaching, troubleshooting, and alignment.
HOW IT WORKS:
- In the AE Dashboard, select a rep’s name from the top-left dropdown
- Instantly switch to their view without logging out or asking for screenshots
- Return to your own view just as easily
WHO BENEFITS: Sales leaders can give targeted feedback with full context. AEs get faster answers during coaching sessions. RevOps can troubleshoot without guesswork.
We’ve also made several UI enhancements and have more visual upgrades and filtering improvements on the way. Available in your GTM Engine account today. Have questions about these updates? Email us at support@gtmengine.ai for assistance.
