Beginner
Read the Sales Command Center
The Dashboard route currently opens Sales Command Center. Use it to inspect recorded performance and the activities behind a metric. It is also available as…
Dashboard and reporting
Read the Sales Command Center and other reports with the right scope.
Intermediate
Navigate sales performance subviews
Sales Command Center uses a shared reporting shell for team, representative, AI, revenue and selling-motion views. The same component also powers Dashboard…
Beginner
Read outbound sales activity
Sales Activity summarizes outbound call metrics and conversion tracking. You need access to the relevant workspace reporting scope. Use it to examine recorded…
Advanced
Create a goal period and preserve revisions
Goals & Plans manages a goal period, targets and revision history inside Sales Command Center. Viewing requires reporting access; goal changes require…
Intermediate
Compare attributed outreach results
Outreach Analytics helps compare recorded outreach outcomes by campaign, message, channel and sender. Use an account with reporting access and verify the…
Intermediate
Inspect recorded activity and background jobs
Activity Monitor helps inspect background jobs and recorded changes. Open it from the header/profile navigation with an account authorized to view workspace…
Intermediate
Explore a local profit projection
The calculator is an illustrative planning tool with locally computed funnel and profit projections. It is not an account revenue report and does not load…
Beginner
Read usage and quota status
Usage & Quotas summarizes the resources consumed by the current account and the limits supplied by its billing service. Use it to understand an approaching…