Just went through a lot of previous topic about this and did not find a satisfactory answer...I've read this and this and this...
How would you go about creating a report or dashboard that clearly shows for each AE (weekly tracking):
how many contacts enrolled
mail opened
meeting booked
transaction created
through each sequence ? it should show this per AE/SDR to report on a weekly basis.
The aim is to have a quick overview of the sequence that are working well/lagging corelated to AEs/SDRs activities and business generated.
How would you present that ? I need ideas, it could be a dashbord or a single report (I doubt that though), so if anyone has a brilliant way of doing this they can share I'd love to see it (if you can share a well-presented dashboard anonymised for instance - I don't need the steps to create it, I need idea of how I could present it visually).
Thank you, I ended up creating a dashboard with the custom report feature. I completely forgot you could add text, videos and google doc to a dashboard so it has all of the info in one place which my colleagues were happy about!
Thank you, I ended up creating a dashboard with the custom report feature. I completely forgot you could add text, videos and google doc to a dashboard so it has all of the info in one place which my colleagues were happy about!