Add Buyer Coverage Report to Dashboard

Watch the video and follow the steps below:
  1. Go to the Dashboards page in the Kudoz App and click on All Dashboards.
  2. Search for "Kudoz Dashboard - Follow the Money."
  3. Click edit, and Add Component "List of Contacts in Accounts" as a Lightning Table.
  4. Click edit, and Add Component "Opportunities by Account" as a Lightning Table.
  5. Click edit, and Add Component "Opportunities with Contact Role" as a Lightning Table.
  6. Position Reports on the Dashboard.
  7.  Save
NEXT
 

Follow the Money Dashboard

Know who the Decision Makers are in every opportunity.

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Opportunity Contact Coverage

Model the ideal number of contacts needed in an opportunity to accelerate the buying process.

List of Contacts in Accounts Report Fields

  • Account Name
  • Account Owner
  • Created Date
  • First Name
  • Last Name
  • Title

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Opportunities by Account

Focus your efforts on deepen relationships with Accounts that have Opportunities.

List of Opportunities by Account Report Fields

  • Account Name
  • Opportunity Name
  • Opportunity Owner
  • Stage
  • Fiscal Period

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Opportunity Contact Role Mix

Build better buying groups by including the ideal mix of Decision-Makers and Influencers.

Opportunities with Contact Role Report Fields

  • Account Name
  • Opportunity Name
  • Opportunity Type Category
  • First Name
  • Last Name
  • Title
  • Contact Role

Reporting influences personalization

Accelerate the sales cycle by turning reports into a strategy to improve the buyers' experience through personalization.

Get Ahead of the Competition

Know which Accounts to expand the number of contacts in your CRM.

Personalize Your Buyer's Experience

Segment your audience and communicate to your contacts based on their role in the buying group.

You did it! Continue to the Solution Guide.

Solution Guide