Quick Start Guide: Opportunity Health

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Welcome to Atrium's Opportunity Health!  This is a key feature to gain a better understanding of how reps are working the open pipeline, the opp's Atrium health score, & the likelihood of deals moving to close won.

Module overview

In this module, you'll learn the basics of the opp health module, how to read its layout, how to edit persons/teams, and apply filters and color-codes. You'll then be able to use this feature in forecasting or pipeline review meetings.

In this video (less than 3 mins!), learn to customize the opp health feature!

Tell Me More!

Prefer to dig into the details?  Have additional questions?

Be sure to check out the Opportunity Health Support Article & FAQs. 

Check out more resources on navigating rep profile pages! 

Email your CSM at customer-success@atriumhq.com

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