- Getting Started
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Tables Overview & Use Cases 2 min
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Tables Navigation & Interface Tour 3 min
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Personalizing Your Tables 2 min
- Manager Workflows
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Account Tables: Ensuring Account Coverage and Pipeline Generation 3 min
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Opportunity Tables: De-Risking Your Forecast 3 min
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Team Tables: Coaching With Leading Indicators 3 min
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Coaching With Opportunity & Account Scorecards 2 min
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Lab: Modifying Engagement Dashboard Tables to Coach Your Team
- Supplemental Material
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Tables: Grouping 5 min
- End of Course Survey
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End of Course Survey
Engagement Dashboards: Tables for Sales Leaders
Personalize your tables to uncover pipeline opportunities, push deals forward, and coach your teams
With Engagement Dashboard Tables, you can gain visibility into your team's Accounts, Opportunities, and individual activities, so you can coach and lead more effectively.
In this course, you'll learn how to:
- Personalize your Tables so they show you exactly what you want to see
- Drill into accounts and opportunities to ensure the right customer contacts are involved
- Combine leading indicator metrics (# of calls, # of meetings, etc.) with traditional metrics (pipeline generation, quota attainment, etc.) to help you coach your team
Where to access Engagement Dashboard Tables:
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? Talk to your internal Rev Ops team.
