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Create and edit initiative boards

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    Where to go: Insights > Initiatives

    1. Click Edit this board or Create new board.

    2. Give the board a meaningful name that reflects the initiative you want to measure adoption for.

    3. Add a description. This is displayed in the Board settings in the initiative board.

    4. Choose whether you want to track the initiative by calls or deals.

      • View by deals: Shows the percentage of deals in which tracker terms were mentioned during the deal. Choose this when the initiative should be mentioned at some point over the deal life-cycle, but not necessarily in every call.

      • View by calls: Shows the percentage of calls in which tracker terms were mentioned during the call. Choose this type of board when you want the messaging to be brought up in every call of a certain type (defined by the board filters). For example, if each discovery call requires a specific question or concept to be brought up, choose this view and make sure to set board filters that only include calls in the discovery stage.

    5. Click + Add tracker and select trackers that relate to this initiative. We recommend adding no more than 6 trackers to a board, but you can add as many as you want.

      Note

      Don’t have a tracker to surface mentions of a specific initiative? If you’re a business admin, go ahead and build them. If not, ask a business admin to do it for you.

    6. Set the adoption goals of each tracker:

      1. Set whether you want high or low adoption of this tracker. If you want frequent mentions of the tracker terms, keep the goal of high adoption. If you want infrequent mentions of tracker terms, for example, if it relates to old messaging, set a goal of low adoption.

      2. Set the percentages below and above which you want initiative adoption to be measured.

    7. Choose filters that enable you to focus on specific types of calls, opportunities or accounts. These filters narrow down which calls this board shows data for. Click + Add filter and choose from the following:

      • Call filters

        • Call duration: Only include calls that lasted for a certain amount of time

        • Direction: Only include calls that are inbound, outbound or web conference

      • Deal filters

        • Stage at time of call: Only include calls that are in this stage of the deal

        • Probability at time of call: Only include calls that are within this range of probability of being closed-won

        • Amount at time of call: Only include calls where the deal amount is within the defined range

        • Stage now: Only include calls that are currently in this stage

        • Probability now: Only include calls that are currently within this probability of being closed-won

        • Amount now: Only include calls where the current deal amount is within this range

        • Opportunity type: Only include calls with this type of deal

      • Account

        • Industry: Only include calls associated to accounts in this industry

        • Account type: Only include calls associated to accounts of this type

    8. Choose a call category to hone in further on the types of calls that you track. This category may focus on specific types of calls, opportunities, or accounts. (Being rolled out as part of the May 2024 release.)

    9. Click Create board.

    Note

    For a workflow recipe that includes initiative boards, see: Tracking the adoption and performance of strategic initiatives

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