Views

Views allow you to analyse your teams meeting in detail

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Written by Salesroom
Updated over a week ago

With Salesroom Views you are able to analyze multiple meetings to get a deeper insight into trends and patterns across your data.

  • Explore combined MEDDIC reports

  • View trends in Engagement & Call Score

  • Analyse meetings connected by Tag

  • Filter by date, quarter, or year

How to use Views

You can set up a view to monitor the lifecycle of a Deal. Simply add a Team Tag for the deal name and tag each meeting, your MEDDIC reports, Engagement Scores and Highlights will roll up into a view so you can assess the progress at a higher level. And if your using our HubSpot integration we auto-tag your meetings with any Deals that you sync with there. You'' be able to jump right in and get a feel for the deal by watching the most recent highlights.

Another way is to set use Tags like "1st Meeting" and set up views with date ranges like "Current Quarter" and "Previous Quarter". You'll be able to see how your team is performing relatively and identify and gaps or successes quickly without having to watch each and every meetings recording.

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