Dashboard
Weekly SDR Performance
Progress toward weekly targets: 40 emails, 500 calls, 50 leads, 20 LinkedIn outreaches
Emails
35
of 40 (88%)
Calls
400
of 500 (80%)
Leads
45
of 50 (90%)
LinkedIn
15
of 20 (75%)
My Tasks
Manage your accounts, prospects, and follow-ups
To Do
Tasks that need to be started
Hot Lead
high
Follow up with Sarah from TechCorp
Showed high interest in our enterprise solution
SJ
Sarah Johnson
CTO
TechCorp
Due: 2023-06-15
Interested
medium
Send proposal to Michael at GlobalTech
Requested pricing information for 50 seats
MC
Michael Chen
VP of Sales
GlobalTech
Due: 2023-06-18
Website Visit
medium
Reach out to InnovateCo
Visited pricing page 5 times in the last week
InnovateCo
Follow Up
low
Quarterly check-in with FutureSoft
Regular account maintenance call
ED
Emily Davis
Customer Success Manager
FutureSoft
Due: 2023-06-20
In Progress
Tasks currently being worked on
Hot Lead
high
Demo for NextGen Solutions
CEO requested a personalized demo
RT
Robert Taylor
CEO
NextGen Solutions
Due: 2023-06-16
Website Visit
low
Follow up with DataDrive
Downloaded whitepaper on data security
DataDrive
Done
Completed tasks
Interested
medium
Schedule demo with CloudNine
Interested in our analytics platform
JL
Jessica Lee
Head of Operations
CloudNine
Due: 2023-06-19
Follow Up
high
Contract renewal with AlphaTech
Current contract expires next month
DW
David Wilson
Procurement Manager
AlphaTech
Due: 2023-06-25