Create and edit initiative boards

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 for the initiative. This is displayed in the Board settings in the initiative board.

4. Choose whether you want to track the initiative in 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, use View by Calls and make sure to use the board filters to only include calls in which the stage at time of call is Discovery.

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 trackers to surface mentions of this 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 adoption of this tracker or low. 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. Click + Add filter to to add 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. Choose from the following filters:

   • 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. Click Create board.

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