How to View the Sales Playbook Summary Report

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Go to "Reports", open the "Playbooks" drop-down, and then select "Sales 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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