How to View the Marketing Playbook Summary Report

How to View the Marketing Playbook Summary Report

It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.
Go to "Reports", open the "Playbooks" drop-down, and then select "Marketing Playbooks".

The drop-down menus at the top of the screen provide different options for filtering reports. Clicking on the “Generate” button will populate data below in the chart as well as the User list.


Click on a bar entry to view the performance of an individual playbook. 


To view the progress of individual users, click on the hyperlinked numbers. 


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