Usage Dashboard

 

Purpose/Value

The Usage Home Dashboard helps sales leaders, frontline managers, and key account managers (KAMs) track and measure adoption and engagement of the sales planning program.

 

Visualizations

The dashboard is divided into three sections (from left to right):

1. Opportunity Activity

2. Account Activity

3. User Activity

 

 

Dashboard Filters

Users can run filters inclusive of the following conditions:

• Account Name

• Account Owner

• Opportunity Name

• Opportunity Owner

• Up to five group levels