The Enterprise Pipeline 1:1 Dashboard has been created and configured for you right out of the box, so your First-line Managers and Reps have a built-in dashboard based on best practices, utilizing your data.

About the Enterprise Pipeline 1:1 Dashboard

What data is included? Opportunities

Who should use it? First-line Managers and Reps

When to use it? Once every 3rd week

Why use it?

• Provides a data-driven framework for running Rep 1:1s by highlighting individual performance, Opportunity activity engagement, and risk as well as focusing on auditing pipeline creation, opportunities closing imminently, and how future quarters are shaping up.

• Ensures that Reps have what they need to close out the period strong.

• Visualizes Reps’ pipeline for future quarters to support future coverage.

• Reflects trends in Reps’ pipeline creation, as well as how opportunities are moving through stages.

• Identifies opportunities that are at risk and/or not engaged.

Usage by Persona

For Front-line Managers and Reps

When: Every 3 weeks

How: During a 1:1, managers should filter this dashboard for the specific rep using the hierarchy selector.

What to do: Review this period’s bookings, what is set to close this quarter, and how future periods look. Coach on which opportunities can be pulled into this period and how to increase coverage for future periods.

Pre-req Training

Copying and Editing Cards

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

Placeholders

This dashboard contains some placeholder cards, click here to learn how to replace these cards with your own data.

The Enterprise Pipeline 1:1 Dashboard

The following rows and cards make up the template of reports we consider best practice for an Enterprise Pipeline 1:1 Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your Enterprise Pipeline 1:1 dashboard open in another window as you walk through what's included.

Row 1: What opportunities are most likely to be won this quarter?

• Closed Won This Quarter (Headline)

• Open Opportunities Created This Quarter (Bar Chart)

• Opportunities Created This Quarter By Status (Pie Chart)

Row 2: What are we likely to book this quarter?

• Predicted Current Quarter Forecast by Forecast Category (Bar Chart)

• High Confidence Best Case (Top Content)

Rows 3 & 4: How are our opportunities changing?

Row 3

• Progression (This Quarter) (Placeholder)

Row 4

• Pipeline Flow This Quarter For Opportunities Closing This Quarter (Waterfall)

Row 5: What is closing this quarter and next? How can I help get these across the line?

• Open Pipeline Closing This Quarter by Type (Bar Chart)

• Open Pipeline Closing Next Quarter by Type (Bar Chart)

Row 6: How does our pipeline look further out?

• Open Pipeline Closing This or Next 2 Quarters by Close Date by Stage (Bar Chart)

• Open Renewal Opportunities Closing This or Next 4 Quarters (Bar Chart)

Row 7: How has our pipeline been trending?

• Pipeline History by Stage (Bar Chart)

• Pipeline Creation Trend Last 12 Months by Rep (Bar Chart)

Row 8: What opportunities are at risk due to low activity?

• Open Opportunities Closing This or Next 2 Quarters With No Recent Inbound Touch (Bar Chart)

• Opportunities With First Meetings Trailing Quarter by Week by Rep (Bar Chart)

How did we build this dashboard template for you?

The Enterprise Pipeline 1:1 Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template: Generic Multi-Content Board

• Content-Type: Opportunity

• Filters: Hierarchy, Opportunity fields, Account fields

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.