Link: Calls card
- Why It's Important
- Who It's Useful For
- What Data Is Used
- Back of Card
- How to Use It
Total number of calls made and logged as activities in Salesforce.
Why It’s Important
This metric measures selling effort in terms of call outreach, which is an extremely important component of most modern prospecting motions.
Who It’s Useful for
SDRs and their managers, and AEs who do some of their own prospecting and their managers.
For an individual, the count of tasks with a type that is mapped to a “Call” in the Salesforce & Opp Mapping admin page in Atrium. By default, only Tasks of Type “Call” are included, but you can configure incremental activity “types” to be included.
What Data Is Used?
Task data from Salesforce.
Note: You will need to ensure that the "ActivityDate" field is utilized so that the Call is appropriately tracked in Atrium.
The default alert for this card is based on the volume of calls made within a calendar week. This alert will trigger if a rep or a team has made significantly more or fewer calls than they normally have by that point in the week. This alert will also trigger if a rep or team has made significantly more or fewer emails than their peers.
Back of Card
The data on the back of this card shows, for each call logged as a Task in Salesforce, the subject of the call task, the associated account or company, the call disposition, and the talk time.
How to Use It
Because this card is a measure of sales effort, one place it can be helpful is to understand how a new rep is ramping before lagging indicator metrics become available and within the context of other cards to understand the overall nature of a rep’s performance. Another is as a check for an SDR who is struggling to meet an opp creation quota. If his “effort” metrics are in line with the rest of his team, then he needs sales coaching to convert that effort into outcomes. However, if his effort metrics are lower, then it may be that he is checked out or otherwise not putting in the work to generate those opportunities.