SalesBoard Views allow you to visualize and organize your sales information in multiple ways — without creating multiple boards or cluttering your workspace.
Views help every team member focus on the information most relevant to them while still working from the same centralized SalesBoard. From quotes and presentations to stores and opportunities, Views give your team a cleaner, more focused way to manage sales activity in real-time.
Here’s how to filter your SalesBoard and create powerful custom views for different sales workflows and team members.
Still want to understand the basics of Boards in Hoops? These articles will help as a starting point:
Step 1: Filter Your SalesBoard Data
Start by filtering your SalesBoard to display only the information you want to focus on. You can filter sales by sales type, owner, status, likelihood to convert, value, activity, or any other important detail.
Once filtered, simply save the layout as a custom view for quick access anytime.
Use Case 1: Create Personalized Views for Team Members
Create individual views for each salesperson so they only see the sales and opportunities they are responsible for. This helps each team member stay focused, organized, and productive without distractions from unrelated sales activity.
These personalized workspaces make it easier for teams to manage follow-ups, track progress, and prioritize daily tasks. You can also use this to track their sales, their work, where they are at and ensure they are accountable to results.
Use Case 2: Organize Sales by Type
Save dedicated views for different sales categories such as Quotes, Presentations, or SalesStores.
This allows your team to instantly switch between workflows and focus only on the sales activities relevant to that process without needing separate boards.
Use Case 3: Focus on Your Biggest Opportunities
Create views that highlight your highest-value opportunities or sales most likely to close soon.
This helps sales teams prioritize high-impact opportunities, stay focused on revenue-driving activity, and ensure important deals never get overlooked.
Use Case 4: Track Engagement and Follow-Up Activity
Use views to monitor sales activity and customer engagement. For example, you can create views for:
Sales that have not been viewed yet
Sales with high view counts but no follow-up activity
Opportunities waiting on next steps
Recently active sales needing attention
These views help teams prioritize calls, follow-ups, and outreach to improve conversion rates.
Why SalesBoard Views Are So Powerful
Create personalized workspaces for each team member
Reduce clutter by showing only relevant sales information
Save and instantly switch between different workflows
Keep all sales activity centralized in one board
Analyze your sales pipeline in multiple ways
Improve visibility across your team and opportunities
Focus on what matters most without distractions
Automatically update in real-time as your SalesBoard changes
SalesBoard Views give your team the flexibility to work smarter, stay organized, and focus on the opportunities that matter most. By creating customized views for different workflows, team members, and sales priorities, your entire team can operate from one centralized SalesBoard while still having a personalized and highly efficient workspace.