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Metrics for Pipeline Health – Atrium

WEBPipeline health means just this, that all of a rep’s pipeline is real and responsive. Metrics can help you ensure good pipeline health, because they allow you to set the criteria that …

Actived: 7 days ago

URL: https://support.atriumhq.com/hc/en-us/articles/360024324972-Metrics-for-Pipeline-Health

Atrium U Quick Start Guide: Opportunity Health – Atrium

WEBWelcome to Atrium's Opportunity Health! This is a key feature to gain a better understanding of how reps are working the open pipeline, the opp's Atrium health score, …

Category:  Health Go Health

Opportunities Views, Pages, and Opportunity Sales Coach

WEBOpportunity Views, Pages, and Sales Coach Demo Video. Card in Atrium: Opportunity Health card or Opportunity Health Tab Overview; Why It's Important; Who It's Useful …

Category:  Health Go Health

Atrium Playbook: Forecasting with Atrium – Atrium

WEBForecasting is what helps answer these questions. By digging deeper into future pipeline, pipeline change, and historical conversions and win rates of the sales team, we can gain …

Category:  Health Go Health

Saved View Folders: Foldering Dashboards, Alert Feeds, Opp

WEBSaved View Folders in Atrium allow you to group together and share Dashboards, Alert Feeds, and Opp Health Views of similar topics so you can easily find the data assets …

Category:  Health Go Health

How Often Does Atrium Update My Data

WEBHigh Complexity Organizations: These time estimates assume that there is much new data to be pulled for an org each time an update process runs.It will typically take less time …

Category:  Health Go Health

Atrium Playbook: Pipeline Hygiene Metrics – Atrium

WEBSuggested Views. These are a few suggested views to help monitor, manage, and improve rep and team performance as relates to Pipeline Hygiene. The best practice is to group …

Category:  Health Go Health

Atrium Playbook: SDR Ramping Health Metrics – Atrium

WEBSuggested Views. These are a few suggested views to help monitor, manage, and improve rep and team performance as relates to SDR Ramping. The best practice is to group …

Category:  Health Go Health

Weighted Pipeline By SFDC Stage Probability – Atrium

WEBAlerting. Alerting on this card looks at the total amount of probability-weighted pipeline with a close date in the next 90 days. Atrium will compare that value to the amount owned by …

Category:  Health Go Health

Pipeline by Close Date – Atrium

WEBAlerting. Alerting on this card looks at the total amount of pipeline with a close date in the next 90 days. Atrium will compare that value to the amount owned by each rep's peers. …

Category:  Health Go Health

Types of Alerts – Atrium

WEBHome Atrium University Quick Start Guide -- Start Here! Admin Toolkit Prologue: What is Atrium's AI Sales Management Solution? Chapter 0: What is Atrium?

Category:  Health Go Health

How to Send Atrium Broadcasts Through Slack – Atrium

WEBSending Your First Slack Notification. Start by navigating to a dashboard you would like sent to Slack (if you prefer, you can also send Alert Feeds and Opp Health Views to Slack …

Category:  Health Go Health

Sharing Confirmation Emails. 01.05.22 – Atrium

WEBTL;DR. We have added a notification email when a new Folder or Saved View (Dashboards, Alert Feeds, and Opp Health Views) has been shared with you, so you …

Category:  Health Go Health

Weighted Pipeline by Historical Win Rates – Atrium

WEBSum of all pipeline with a close date during the given time period, weighted by the actual historical win rate from the stage that opportunity is currently in. (Learn more about how …

Category:  Health Go Health

Intro to the Guest User Experience – Atrium

WEBWhat is the Guest User Experience? The Guest User experience will allow a user view-only access to specific items that were shared directly with them, such as saved Dashboards, …

Category:  Health Go Health

1:1 Templates – Atrium

WEBFor more information on the topic of data-driven 1:1s, you can watch a summary of the 1:1 session of our Data Driven Manager workshop here, and you can read more on the topic …

Category:  Health Go Health

Atrium Playbook: AE & AM Pipeline Reviews – Atrium

WEBBroadcast Audience: AE Team Email List Serve, AE Team Slack Channel Broadcast Cadence: Weekly via email the morning of pipeline reviews, so reps are aware of the …

Category:  Health Go Health

Custom Data Filters Added to More Cards

WEBCustom Data Filter Use Cases & Best Practices. Here are a few recommendations for what kind of fields to use! Account Segmentation Fields: Many …

Category:  Health Go Health

Standardized Manager Playbooks – Atrium

WEBOverview: 🏆 Accountability . 💰 Results. ⛰️ Bird’s Eye View FAQs . Standardized Manager Playbooks. Atrium has introduced standardized manager …

Category:  Health Go Health

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