DealSheet is a simple to use opportunity qualification and planning tool that is fully integrated with Salesforce. It will provide you with the structure to assess, plan and execute an opportunity sales plan inside Salesforce.

We hope it helps you get up and running. You can always send us a message or chat if you have any questions.


Opportunity Page Set up


Contact Map

Assess Deal Health

Buying Criteria

Deal Strategy


Subscribe to ideas and tips that help you grow.

Receive our latest news and updates first, straight to your inbox. Use these to help you find YOUR better way of selling

You're in. Look out for ideas and tips from us.

Pin It on Pinterest