Scorecards & Playbooks
3 articles
Opportunity Scorecard OverviewLearn how to use opportunity scorecards in to track the progress of deals, identify risks and next steps, and ultimately increase win rates.
Playbooks Strategy & Mutual Action PlansLearn how to use a Playbook checklist to create and share a mutual action plan with your customer, improving your chances of closing deals.
Visualizing the Impact of DelaysLearn how to use Gantt charts in People.ai to visualize the impact of delays on the sales process and keep deals moving forward.