- Getting Started
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Boards Overview & Use Cases 2 min
- Anatomy of a Board
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Boards: Components & Navigation 3 min
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Sections: Components & Navigation 3 min
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Tiles: Components & Navigation 5 min
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Additional Tile, KPI, and Chart Types 2 min
- Working With Boards
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Adding Tiles to Boards 3 min
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Using Boards to Run Your Business 3 min
- End of Course Survey
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End of Course Survey
Engagement Dashboards: Boards for Rev Ops and Sales Leaders
With Boards, you can create roll-ups of your CRM data + People.ai Engagement data to build powerful visualizations for your Sales and Ops leaders
With Boards, you can create executive-level visuals that help Revenue and Operations Leaders better understand and command their business.
In this course, you'll learn:
- Common use cases for building high-impact Boards
- How to build insightful Boards that can be easily leveraged by your team
- The components that make up a Board and how to tweak them to see exactly what you want
Where to access Boards:
Where you access these applications will depend on your organization's setup:
- People.ai Web Application
- Salesforce -- embedded application underneath the People.ai tab
- Don't have People.ai installed in Salesforce yet? Check out this article.
