Add Buyer Coverage Report to Dashboard
Watch the video and follow the steps below:
- Go to the Dashboards page in the Kudoz App and click on All Dashboards.
- Search for "Kudoz Dashboard - Follow the Money."
- Click edit, and Add Component "List of Contacts in Accounts" as a Lightning Table.
- Click edit, and Add Component "Opportunities by Account" as a Lightning Table.
- Click edit, and Add Component "Opportunities with Contact Role" as a Lightning Table.
- Position Reports on the Dashboard.
- Save
Follow the Money Dashboard
Know who the Decision Makers are in every opportunity.
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Opportunity Contact Coverage
Model the ideal number of contacts needed in an opportunity to accelerate the buying process.
List of Contacts in Accounts Report Fields
- Account Name
- Account Owner
- Created Date
- First Name
- Last Name
- Title
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Opportunities by Account
Focus your efforts on deepen relationships with Accounts that have Opportunities.
List of Opportunities by Account Report Fields
- Account Name
- Opportunity Name
- Opportunity Owner
- Stage
- Fiscal Period
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Opportunity Contact Role Mix
Build better buying groups by including the ideal mix of Decision-Makers and Influencers.
Opportunities with Contact Role Report Fields
- Account Name
- Opportunity Name
- Opportunity Type Category
- First Name
- Last Name
- Title
- Contact Role
Reporting influences personalization
Accelerate the sales cycle by turning reports into a strategy to improve the buyers' experience through personalization.
Get Ahead of the Competition
Know which Accounts to expand the number of contacts in your CRM.
Personalize Your Buyer's Experience
Segment your audience and communicate to your contacts based on their role in the buying group.
