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How do managers/admins quickly view their teams daily workload or have visibility into the teams' rhythm activity? Our manager is looking for a way to have visibility into her teams' daily outreach activity. In our current system we have a way to view this but have not been able to find a way to view daily outreach activity without 'acting on behalf' of a user and looking at individual rhythms. We learned that SL does not have a direct feature to view what is specifically due for users in terms of daily outreach activity but that there is a “scheduled actions” report in Coaching and I will check this out. 

We would love to learn how other managers and leads are reviewing daily outreach activity for teams. This is useful for several reasons and one is understanding how available or not team members are based on daily outreach activity workload.

Hey Tanya, 

Alice here from the CS team 🙂 A top tip from Salesloft is to utilise the Salesloft ‘Play’s Report’ which shows how many play tasks have been completed by the team using Rhythm! Moreover, having the teams report back in 1-1’s on the success they’ve seen from certain rhythm steps is a great way to incorporate whilst using the Coaching tab. 

 

Excited to here other tips and tricks in this thread 🎉


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