Reporting in Dynamics – Basic Charts and Dashboards
What are the details of the charts and dashboards included in the Playbooks solution file for Dynamics?
When the Playbooks Activities solution file is installed in Dynamics, the following Charts & Dashboards will be available.
Chart – Play Status
This chart would provide a manager pipeline insights to know the number of records currently being worked, records yet to be action’d (Not Started), and the records which have exited a Play (Success, Failure, Unenrolled).
If you double click to view the details of the records you can filter for records in a “Success” status. The Play Name will be displayed and you can run analysis on successful Plays. Similarly, you can filter for your “Failure” records and make modifications to the Play’s cadence, cue cards, and email templates.
Chart – Playbooks Calls this Week / Playbooks Emails this Week
The first step to hitting your sales goals is ensuring consistent daily effort from the team. The fundamental measurements of effort is dials per rep per day, and emails per rep per day.
This report removes self-reporting and only includes activities made using Playbooks.