Dashboards, Alerts, Opp Health Views, and Goals should be broadcasted. A resource that isn't reviewed is a less-useful resource, so be sure to send resources via email (and/or Slack) to ensure that they're being consumed and managed from.
Overview
FAQ
Overview
For dashboards, alerts, and opp health views already created, you’ll see a small paper airplane button at the top of the resource to click on to set up broadcasts.
You can also click on the three-dot menu button to bring up more sending options:
For goal views, click on the “Share Goal View” arrow to bring up sharing & sending options.
A window will then give you options of entering a rep’s email address, as well as choosing a specific cadence, day, and time.
You can keep adding email addresses for however many people need this resource (or you can just enter one specific person). You can always make changes to subscriptions–either directly at the three-dot menu button mentioned here or at the subscription center.
Distributing resources from Atrium is beneficial when you're sharing goal attainment, opp health, individual metrics, or other views with individuals who do not have full Atrium access. (Questions on Guest Access? Click Here)
FAQ: How can I send individual views separately to reps?
To send individual-focused views to specific reps, you’ll first need the dashboard/opp health view/alert/saved card created and narrowed down to just the specific rep you want. To create or duplicate resources, check out these different resources: How to Create, Edit, & Broadcast Dashboards, How to Customize a Metric Card, Opportunity Health, or Filter on Alert Feeds, Goal Views and Goal Center.
Once you have the view with the desired individual, you can then create a subscription for that rep using the instructions above.
For example, if you want to an opp health view to Tank Muddlefoot with only his information, you would first 1) narrow down the view to just Tank Muddlefoot, 2) save this narrowed down opp health as a new view just for Tank, and then 3) broadcast it just to Tank (and (4) be sure to folder it to find it again!).
