Step-by-Step Guide for Implementing the New Dashboard and Process View for Sales Playbooks
Introduction:
The latest update to the Sales Playbook introduces two key enhancements: a new Dashboard View and a redefined Process View. These views streamline access to critical data and improve functionality. The following guide outlines how to navigate and utilize these new features.
Accessing the Dashboard View:
Upon opening any sales playbook, users are automatically taken to the Dashboard View instead of the previous default views (Selling or Process View). The dashboard acts as a summary report and provides a range of statistics and insights about the playbook.
Key Sections of the Dashboard:
Today's Tasks & Late Tasks:
- At the top, the dashboard displays tasks that are due on that particular day (Today), late, or both. These sections are clickable, and selecting a task will take you to the Selling View where relevant actions can be performed.
Total Contacts:
- Displays the total number of contacts in the playbook. Clicking on this will also redirect you to the Selling View, where all contacts are listed and actions such as calling, emailing, or assigning tasks can be performed.
Hot and High Leads:
- Shows the contacts categorized as “Hot” or “High” based on their status. Clicking on the widget opens a modal that displays these contacts, with options to export the list, send emails, or assign them to other playbooks.
Website Visits:
- This section tracks contacts who have visited a landing page associated with the playbook. Only contacts with an interest status higher than "Not Sure" will be displayed. The same condition applies to other sections, like "Need Sales Attention," which highlights contacts needing immediate follow-up.
Disposition Report:
Total Contacts: Another feature of the dashboard is the Disposition Report, which displays the status of each contact based on predefined labels such as "Call Disconnected" or "Contacted." The report helps track the outcomes of calls or meetings and provides a summary of the contacts' status within the playbook.
Sales Attention and Account-Level Insights:
The dashboard further includes widgets that offer insights into accounts, highlighting which contacts or accounts need urgent attention.
Need Sales Attention:
Contacts in this section require a follow-up. Clicking on this takes you directly to the relevant tab in the Selling View where you can manage these contacts.
Hot and High Accounts:
Similar to the contact-level view, this displays accounts marked as hot or high, based on their activity or status. Clicking on this widget shows the relevant accounts in detail, with options for managing interactions such as making calls or sending emails.
Performance Reports:
Below the account and contact sections, the dashboard provides detailed Performance Reports, offering insights into the user's weekly, monthly, quarterly, and yearly activity. These reports allow users to track:
The number of emails sent
Total calls made
Average call duration
Opportunities associated with contacts
A Collective Report is also available, summarizing performance data since the playbook or account was created.
Managing Contacts and Tasks:
Managing contacts and tasks can now only be performed via the Dashboard or the Process View, as the ability to add or remove contacts or assign tasks has been removed from the Selling View. The Dashboard includes buttons for adding/removing contacts and assigning tasks directly from within the playbook.
Process View Functionality:
The new Process View is designed to show the stepwise progression of the sales playbook. Users can:
Add or remove contacts
Import new contacts or lists
View progress through different stages of the playbook
Conclusion:
The introduction of the Dashboard View provides a centralized space for viewing key stats, managing contacts, and tracking performance in sales playbooks. Meanwhile, the redefined Process View allows for more detailed management of contacts within the sales workflow. Users can now efficiently navigate through contacts, accounts, and tasks, improving overall productivity and insight into playbook progress.
Related Articles
How do I add contacts to a Sales Playbook?
For more information about Sales Playbooks from a user perspective, see How do I use a Playbook? Adding Contacts to Sales Playbook (Stepwise-Wise View): Click on the "Add/Remove Contacts" button. 'Add Contact(s) to Sales Playbook' options: A. Dynamic ...Outlook Plugin Installation & User Guide Knowledge Base Article
Outlook Plugin Installation & User Guide Knowledge Base Article Access marketing and sales assets, track emails and view contact activity in Mindmatrix directly from Outlook Feature The Mindmatrix Outlook plugin is a convenient and easy to use tool ...How to View the Sales Playbook Summary Report
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 ...How do I add a personalized script to a Sales Playbook?
Personalized Scripts are written instructions to help a sales user approach a contact over the phone or LinkedIn. For a Sales Playbook, this is a great way to let Users know "what to say". For more information about to create a Sales playbook, see ...How do I set up a Marketing Campaign Playbook?
A note on Playbooks: Playbooks enable admins to create training materials and document multi-phase, processes step-by-step. There are three types of playbook available on the Mindmatrix platform: Sales Playbooks - For creating sales process playbooks ...