Add Buyer Coverage Report to Dashboard
- 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.
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Personalize Your Buyer's Experience
Segment your audience and communicate to your contacts based on their role in the buying group.