Engagement Dashboards: Tables for Sales Reps & CSMs

Learn to leverage activity insights to win more revenue

Start

Course Overview 17 min (Show All)

Getting Started

Tables Overview & Use Cases 2 min

Tables Navigation & Interface Tour 3 min

Personalizing Your Tables 2 min

Sales Rep Workflows

Account Tables: Growing Pipeline & Ensuring Account Coverage 2 min

Opportunity Tables: Data-driven Pipeline Management and Deal Execution 3 min

Supplemental Material

Tables: Grouping 5 min

End of Course Survey

End of Course Survey optional

About this course

About this course

With Engagement Dashboard Tables, you can uncover insights on your key Accounts and Opportunities to help you build more pipeline and win more deals.

In this course, you'll learn how to:

Personalize your Engagement Dashboard Tables to make sure they show you exactly what you want to see
Ensure your high-value Accounts are getting the engagement they deserve
Use "Engagement Levels" to prioritize opportunities that need your attention
Drill into individual activity metrics to see which customer contacts are actively involved

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.