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How to be Amazing at Atrium Dashboards – Atrium

WebA dashboard is a collection of Atrium Metrics, configured in varying ways, to be consumed at a specific point in time or set of times, by a specific audience, to help make judgements …

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URL: https://support.atriumhq.com/hc/en-us/articles/4423706732941--How-to-be-Amazing-at-Atrium-Dashboards

How to Create, Edit, and Broadcast Dashboards – Atrium

WebFirst, go to the three-dot menu and select "Create a Dashboard". Give your new dashboard a name and description and start adding cards. For each card you add, you can edit all …

Category:  Health Go Health

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 …

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 you …

Category:  Health Go 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, & the …

Category:  Health Go Health

How to use Custom Groups in Atrium – Atrium

WebVia the left options bar on the metrics card. On a metrics card, click on the Custom Group in the left bar to view additional options. Make the edits you want to make (update the …

Category:  Health Go Health

Atrium “Sales Coach”

WebAtrium’s Sales Coach is an AI-driven sales performance management assistant that provides contextual, practical metrics synthesis, coaching and managerial …

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

Atrium Playbook: SDR Core Metrics – Atrium

WebInstrumenting the inputs and outputs of the SDR team ensures that managers can create, manage, and motivate data-driven strategies that sharpen the tip of the sales-funnel …

Category:  Health Go Health

Dashboards – Atrium

WebDashboards 🦊 How to be Amazing at Atrium Dashboards 📈📊; Saved View Folders: Foldering Dashboards, Alert Feeds, Opp Health Views, and more

Category:  Health Go Health

Opportunities Touched Card – Atrium

WebAll Atrium Metrics Catalog by Role, Goals, and Use Case Card in Atrium: Opportunities Touched card Overview Why It’s Important

Category:  Health Go Health

Managing & Improving a High Untouched Opportunity

Web🦊 Managing & Improving a High Untouched Opportunity Situation (Managing Pipeline Hygiene) 📈

Category:  Health Go Health

Stuck Opportunities – Atrium

WebThe Stuck Opportunities card calls out opportunities that may need additional support or may have gone dark, and adds alerting to let the manager know this proactively. A rep …

Category:  Health Go Health

How to Integrate Microsoft Office 365 & Exchange Online with

WebIf you are looking Google instructions, please visit: How To: Set up GSuite Google Apps Permissions for Atrium The process to authorize Microsoft Office 365 access for Atrium …

Category:  Health Go Health

Ideal Salesforce Opportunity Design: Attribution, State

WebProper architecture of your Salesforce Opportunity object is critical in helping facilitate an effective, modern sales motion. This includes appropriately modeling the attribution of a …

Category:  Health Go Health

Remote Management Playbook – Atrium

WebRemote Management Playbook. Note: This piece was written for our customers as a tactical list of actions to take to implement the recommendations made in the Instrumenting …

Category:  Health Go Health

Atrium Playbook: SDR Quality Metrics – Atrium

WebThese are a few suggested views to help monitor, manage, and improve 👌🏼 📧 SDR Quality Metrics for your reps and teams. The best practice is to group them together in a folder . …

Category:  Health Go Health

Atrium University Quick Start Guide -- Start Here! – Atrium

WebPrologue: What is Atrium's AI Sales Management Solution? Atrium, Single Sign On (SSO), and Identity Governance & Administration - Okta, Ping, Microsoft Entra. Metrics …

Category:  Health Go Health

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