Navigating & Manipulating Atrium
How to navigate the basics of Atrium.
- Copying a View To a New Team (Or Individual) - Using existing Goals or Dashboards as a "Template" and copying to a New Team, Individual, or Set of Teams
- Atrium EnableAI - Atrium's Sales Enablement Content Copilot
- Ramping in Atrium - Visualizations, Alerting, Goals, Duration, and More
- Goal History
- Org Chart Health: Automatic rep removal, rep addition, etc.
- Roles in Atrium - "Disciplines," "Segments," and "Families" with Custom Roles, Ramping Rules, Metrics Priorities, and more
- Customizing which cards show up (and which cards are eligible for alerts) in your organization's Atrium instance
- How to use Custom Groups in Atrium
- How to Use: "People" Filter on Alert Feeds, Goal Views and Goal Center
- Visual Representation of Negative Values in Bookings and Pipeline
- Reps on extended Vacation & Leave: How to Stop Atrium from Firing Alerts & Anomalies for Reps "On Leave"
- Tracking “Close Date” for Open, Closed Won, and Closed Lost Opps
- How to Save a Metrics Card You've Configured
- How to Use: People, Totals, and Averages in Atrium Card Views
- Atrium Credit Card Payments