The ideal state is to see zeros across this dashboard, which would represent the cleanest data possible as it relates to activity mapping and visibility.
Who is this for?
RevOps Leaders and RevOps Team Leads who want insight into data hygiene.
How can this be configured?
Given that this dashboard presents data that should ultimately be cleaned up, we can recommend filtering the dashboard by custom time frames but ultimately using this in an inbox zero approach.
What data points are included in the dashboard?
Summary Stats
- Calls With No Dispositions
- Text Messages with Opportunities and No Contacts
- Calls with Opportunities and No Contacts
- Events with No Context
- Opportunity Calls with No Disposition
- Open Opps Closing in the Past
- Events with Opportunities and No Contact
- Video Meetings with No Lead or Contact
Charts
- Events with Opportunities and No Contacts
- Calls with Opportunities and No Contacts
- Text Messages with Opportunities and No Contacts
- Video Meetings with No Lead or Contact
- Calls with No Dispositions
- Opportunity Calls with No Dispositions
- Open Opps Closed Date in the Past
- Events with No Contact, Lead, or Opportunity
Reports
- Calls Without Dispositions
- Text Messages With Opps and No Contact
- Calls With Opportunities and No Contact
- Events Without Opportunities or Contacts
- Opportunity Calls Without a Disposition
- Open Opportunities Past Due Close Date
- Events with Opps and Without a Contact
- Video Calls Without a Lead or Contact