For most sales teams, Q1 has just finished and it’s time to reflect. It’s QBR week. Sales and leadership teams all over are reflecting on their performance at the start of the year, reviewing closed won deals, pipeline generated, what worked and what didn’t.
I recorded a 2-minute video on how many customers, and myself, answer all of these questions and more with Dashboards.
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Thanks for this! Last quarter was our transition quarter, where I literally copied and pasted numbers / screenshots from Clari into a PowerPoint and excel sheet. This quarter looks like it will be our first time (trying) to run everything out of the tool. Tool is ready, dashboards are set up, now just fingers crossed there aren’t any hiccups in our first few sessions! Will be a much more powerful (and flexible) discussion this way and save us a lot of prep time.
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