Aeion Views for Sales Team Pipeline Workflows
Sales teams of 10-100 AEs need shared pipeline views (everyone sees the same data the same way), personal default views (each rep opens to their own pipeline), manager dashboards (real-time portfolio rollup), and conditional formatting (at-risk deals highlighted). Salesforce List Views + Looker dashboards + Salesforce Reports = $50-100/user/month + per-feature license. Aeion Views is platform-native at $0/user.
The Sales Team Views Problem
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Sales Team View Patterns
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Walkthrough — 20-AE B2B SaaS Sales Team
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FAQ
Salesforce list views are clunky to share (per-org config), don't include dashboard widgets, are limited to specific objects, and require per-user customization. Aeion Views handles per-collection saved views + dashboards + shared/private modes uniformly across all collections + included free at platform tier.
Not via one magically-substituting shared view — each rep gets their own personal saved view instead. Sales ops deploys "My Open Pipeline" to the whole team via the saved-views API: one view per rep, each with that rep's ownerId baked into the filter and marked as their default. Separately, admin-configured collection quick filters do support relative-date tokens ({{today}}, {{tomorrow}}, {{currentUser.id}}, {{NdaysAgo}}) resolved at render time — but that's a collection-level admin setting, not something you type into a saved-view filter.
Per-field, per-value, single-condition rules (field + operator + threshold → background color / text color / icon). Stack multiple rules to approximate compound logic (one rule for "value >= $50K", another for "daysInStage >= 60") — there's no AND/OR/NOT expression builder today.
Yes — saved view sets baseline. User can add/remove filters in current session without saving. "Save changes" button or "Save as new view" preserves modifications.
The admin is responsive, so saved views are reachable from a mobile browser, but there's no dedicated per-device layout adaptation (kanban-to-cards, gantt-to-timeline) yet — that's on the roadmap, not shipped.
There's no dependency-tracking dashboard that auto-detects and migrates saved views when a referenced field is renamed. If sales ops renames a pipeline stage, saved views filtering on the old value need to be updated manually today.
Saved views are scoped to a single tenant; there's no built-in cross-tenant read-only publishing for parent/holding-company setups today. For consolidated reporting across related tenants, use the BI module's cross-tenant rollups instead.
Cursor-based pagination + filter pushdown to PostgreSQL keep saved-view loads fast even on large collections. There's no separate materialized-aggregation cache — the summary footer computes from the loaded page.
CSV and JSON export are supported server-side, respecting the current filter. The admin UI currently wires up CSV for selected rows. Useful for ad-hoc analysis + sharing with non-Aeion stakeholders.
REST API for create/read/update/delete + set-default. Programmatic view creation for tenant-wide deployments. Useful for templating: "Acme Inc preferred view setup" deployable to all 200 reps via API.