Playbooks

Reporting Baseline Learn why and how to create Baseline Reports Baselining is the initial exercise of pulling together important data which can be summarized into metrics important to the business....

Salesforce Reporting Best Practices What to consider and things to avoid while creating reports There are many reports you can run that combine Playbooks and CRM data and many ways...

Salesforce Reporting – Overview An Introduction to Salesforce Reporting in Playbooks Your CRM houses data from both your company’s internal data and the activities your users complete in Playbooks. The...

Salesforce Reports: Play Status Reports What Types and Number of Plays are Active Right Now Play Status Reports provide a view of the current status of records and tasks within...

Salesforce Reports: Play Outcome Reports How Effective are your Plays Once a Play has been implemented, it’s sometimes hard to tell if it’s working. These reports help you track what...

Salesforce Reports: Play Activity Reports Which activities have been completed and which have been skipped Play Activity Reports are the heart of productivity and visibility. These reports show Playbooks users...

Salesforce Reports: Call Outcome Reports How Effective are your Outgoing Calls Call Outcomes hold important information about your current call strategies, but you must be careful in how you interpret...

Salesforce Reports: Email Outcome Reports How Effective Are Your Emails The Email Outcome Reports give deeper insight than how many emails a rep or team is sending. These reports allow...