Playbook Adoption Dashboard - Phase 1

The Playbook Adoption Dashboard for Winn.ai equips sales managers with actionable insights, seamlessly integrating key metrics into their daily workflows. This user-centered design simplifies complex data, enhancing efficiency and decision-making. Managers now have relevant, real-time information at their fingertips, driving more effective coaching and process optimization.

By monitoring playbook adoption metrics, we help managers identify performance challenges, pinpoint bottlenecks, and optimize workflows at both the team and organizational levels. Building a robust, well-researched dashboard was essential to ensuring these insights are not only accessible but also actionable.

Customer Insights & Design Process

To align the dashboard with real-world needs, we gathered input from sales managers. They emphasized the importance of tracking metrics effortlessly and having access to actionable insights for coaching. Our research identified key metrics, including:

• Time to CRM

• CRM fill rate

• Time to email

• Email send rate

• Playbook adoption

• Talking point usage

With these insights, we focused on creating a clean, intuitive interface that delivers critical data at a glance, improving both efficiency and decision-making.

Experience Strategy & Vision

Our strategy centered on seamless integration into existing workflows, offering managers a clear, real-time view of sales playbook adoption. The vision was to empower managers with data-driven insights to enhance coaching and team performance. We prioritized simplicity and usability to ensure the tool fits naturally into daily routines, amplifying productivity and management effectiveness.

Initial Feedback

Sales managers responded positively to the dashboard's ease of use and clarity in presenting complex data. The tool's seamless integration into their workflows significantly enhanced their ability to track playbook adoption and make data-driven decisions. Continuous user feedback is guiding ongoing improvements, ensuring the dashboard evolves to meet user needs.

Phase 2: Expanding Capabilities

Building on this feedback, Phase 2 will introduce advanced features such as:

• Deep dives into individual metrics

• Actionable recommendations tailored to areas of improvement

• Heatmap visualization of playbook adoption for trend analysis

• Benchmarking insights based on customer industry

• Expanded dashboards for team leads and sales reps

These enhancements will offer a more comprehensive view, further supporting data-driven coaching and decision-making at all levels.