Fullcast Performance’s hundreds of metrics can be remixed into Dashboards, Alert Feeds, Goal Sets, and Opp Views in thousands of combinations to support your most important data-driven sales management needs.
These are some example data-driven sales management playbooks organized by use case and role. But ultimately the sky’s the limit with how you can use Fullcast Performance to improve your teams’ performance.
Want help deploying one of these playbooks? Contact your CSM here.
💰AE Management Playbooks
| 📔Playbook | 📊 Description |
|---|---|
| 📈💰 AE Ramping Health | A set of views to monitor the leading and lagging indicators of the successful ramp of newly hired AEs. |
| 🎣 💰 AE Prospecting | Views for tracking AE prospecting efforts, like Accounts Touched, New Accounts Touched, Self-Sourced Opps, and more. |
| 🧼 🧽 AE Pipeline Hygiene | Views for tracking metrics associated with pipeline hygiene, like Untouched Opps, Stuck Opps, Time in Stage, and more. |
| 🔎💰 AE & AM Pipeline Reviews | Views for using in pipeline review meetings to inspect pipelines and set next actions. |
| 💰 📊 AE Core Metrics Playbook | Views for monitoring, managing, and improving the key selling inputs and outputs of Account Executives. |
| 📆 💰 Data-Driven AE 1:1s | Views for bringing metrics and data into recurring (non-pipeline review) AE 1:1s. |
| 🎲🏅Gamification | A set of views to track and externalize peer-to-peer performance for AE's to uplevel the whole team. |
| 💰 📆 Account Executive Quarterly Business Reviews | Views and insights in Fullcast Performance to coach and manage through quarterly business reviews. |
| 🔮 🔭 Forecasting Metrics | How to use Fullcast Performance for basic forecasting |
| ⚠️ AE Team Warning Alert Feed | Monitoring struggling performance of AE’s to be able to course correct early on. |
📧 SDR Management Playbooks
| 📔Playbook | 📊 Description |
|---|---|
| 📈 📧 SDR Ramping Health | A set of views to monitor the leading and lagging indicators of the successful ramp of newly hired SDRs. |
| 👟 🐇SDR Hustle Metrics | A set of views to monitor activity metrics that lead to pipeline generated by SDR teams. |
| 📧 📞SDR Core Metrics | Views for monitoring, managing, and improving the key selling inputs and outputs of SDRs. |
| 👌🏼 📧 SDR Quality Metrics | Views for monitoring, managing, and improving the quality of SDR sales activity outputs. |
| 📆 📧 Data-Driven SDR 1:1s | Views for bringing metrics and data into recurring (non-pipeline review) SDR 1:1s. |
| 🎲🏅Gamification | A set of views to track and externalize peer-to-peer performance for SDR's to uplevel the whole team. |
| ⚠️ SDR Team Warning Alert Feed | Monitoring struggling performance of SDR’s to be able to course correct early on. |
🏗 AM/CSM Management Playbooks
| 📔Playbook | 📊 Description |
|---|---|
| 🏗 📊 AM / CSM Core Metrics | A set of views to monitor, manage, and improve the customer relationship management activities of Account Managers and Customer Success Managers. |
🧭 Leadership Playbooks
| 📔Playbook | 📊 Description |
|---|---|
| 🔭 💰 Second Level Manager - Monitoring Multiple Team Types | Views for sales leaders who need to monitor multiple types of revenue-generating teams (including AE teams, SDR teams, and CX teams) |
| 🔮 🔭 Leadership Forecasting Metrics | How to use Fullcast Performance for basic forecasting |
| 🔬 🧪 Sales Motion Analysis | Views for sales leaders to analyze, refine, and replicate a successful sales motion. |
| ⚽ 🏆 Exec + Manager 1:1 Playbook (Coming Soon!) |
