How to use the Linear Playbook Summary Widget

How to use the Linear Playbook Summary Widget

Posted by The Team at Mindmatrix on 12 June 2018 12:04 PM

Linear Playbook Summary Widget is for Channel Managers to keep track of how the partner users are using the linear playbook and check which stages of the playbook each partner user is in and review the status of users in each step.

 

The different options available the Linear Playbook Summary Widget are:


In Progress
: Shows the number of users in that step and have not completed

Late: Users who have not completed the step before the due date and are late.

Complete: Show the number of Users who have completed that step

For each step, it’s the same, but for the last step – “Manager Overview” it’s the aggregate of all the completed steps.

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