---
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 Performanceโs [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 skyโs the limit with how you can use Fullcast Performance to improve your teamsโ performance.
*Want help deploying one of these playbooks? [Contact your CSM here](mailto:customer-success@atriumhq.com).*
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## ๐ฐAE Management Playbooks
| ๐Playbook | ๐ Description |
| --- | --- |
| ๐๐ฐ AE Ramping Health | A set of views to monitor the leading and lagging indicators of the successful ramp of newly hired AEs. |
| ๐ฃ ๐ฐ AE Prospecting | Views for tracking AE prospecting efforts, like Accounts Touched, New Accounts Touched, Self-Sourced Opps, and more. |
| ๐งผ ๐งฝ AE Pipeline Hygiene | Views for tracking metrics associated with pipeline hygiene, like Untouched Opps, Stuck Opps, Time in Stage, and more. |
| ๐๐ฐ AE & AM Pipeline Reviews | Views for using in pipeline review meetings to inspect pipelines and set next actions. |
| ๐ฐ ๐ AE Core Metrics Playbook | Views for monitoring, managing, and improving the key selling inputs and outputs of Account Executives. |
| ๐ ๐ฐ Data-Driven AE 1:1s | Views for bringing metrics and data into recurring (non-pipeline review) AE 1:1s. |
| ๐ฒ๐
Gamification | A set of views to track and externalize peer-to-peer performance for AE's to uplevel the whole team. |
| ๐ฐ ๐ Account Executive Quarterly Business Reviews | Views and insights in Fullcast Performance to coach and manage through quarterly business reviews. |
| ๐ฎ ๐ญ Forecasting Metrics | How to use Fullcast Performance for basic forecasting |
| โ ๏ธ AE Team Warning Alert Feed | Monitoring struggling performance of AEโs to be able to course correct early on. |
##
๐ง SDR Management Playbooks
| ๐Playbook | ๐ Description |
| --- | --- |
| ๐ ๐ง SDR Ramping Health | A set of views to monitor the leading and lagging indicators of the successful ramp of newly hired SDRs. |
| ๐ ๐SDR Hustle Metrics | A set of views to monitor activity metrics that lead to pipeline generated by SDR teams. |
| ๐ง ๐SDR Core Metrics | Views for monitoring, managing, and improving the key selling inputs and outputs of SDRs. |
| ๐๐ผ ๐ง SDR Quality Metrics | Views for monitoring, managing, and improving the quality of SDR sales activity outputs. |
| ๐ ๐ง Data-Driven SDR 1:1s | Views for bringing metrics and data into recurring (non-pipeline review) SDR 1:1s. |
| ๐ฒ๐
Gamification | A set of views to track and externalize peer-to-peer performance for SDR's to uplevel the whole team. |
| โ ๏ธ SDR Team Warning Alert Feed | Monitoring struggling performance of SDRโs to be able to course correct early on. |
## ๐ AM/CSM Management Playbooks
| ๐Playbook | ๐ Description |
| --- | --- |
| ๐ ๐ 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. |
## ๐งญ Leadership Playbooks
| ๐Playbook | ๐ Description |
| --- | --- |
| ๐ญ ๐ฐ 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) |
| ๐ฎ ๐ญ Leadership Forecasting Metrics | How to use Fullcast Performance for basic forecasting |
| ๐ฌ ๐งช Sales Motion Analysis | Views for sales leaders to analyze, refine, and replicate a successful sales motion. |
| โฝ ๐ Exec + Manager 1:1 Playbook (Coming Soon!) | |
[](https://bit.ly/3LNpJqD)