---
title: "Playbook Index"
slug: "atrium-playbook-index"
updated: 2026-02-09T21:49:26Z
published: 2026-02-11T04:48:13Z
canonical: "support.fullcast.com/atrium-playbook-index"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbook Index

Fullcast Performance’s [hundreds of](/performance/docs/metrics-in-atrium-and-how-to-use-them) [metrics](/performance/docs/metrics-in-atrium-and-how-to-use-them) can be remixed into [Dashboards](/performance/docs/how-to-be-amazing-at-atrium-dashboards), [Alert Feeds](/performance/docs/how-to-be-amazing-at-atrium-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](mailto:customer-success@atriumhq.com).*

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## 💰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!) |  |

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