We’ve launched a new Sightline Vault solution that enables you to look at the health of CTAs in your organization: the volume of CTAs assigned to your CSMs, their effectiveness at closing the CTAs and CTA Tasks, and the overdue items that need attention.
This solution includes a set of 18 reports framed in a single dashboard to showcase:
-
How much work are you asking your team to do? Get a quick sense of the number of new CTAs and the workflows that are creating them.
-
How strong is the team at closing CTAs? See the percentage of CTAs that they close and how long it takes to close them.
-
Which CTAs need urgent attention? High priority and flagged CTAs deserve a close look when they’re overdue, or when some of their Tasks are.
You can access the solution from Administration > Sightline Vault > Productivity > CTA Health Analysis Dashboard. After you import the solution, you can modify the assets to meet your needs.
Comment here if you have any questions about the new solution, or to share how you’ve implemented the solution in your organization!