However, our customers and users would consistently ask us "What does 'good' look like?" and "How do we point our teams in the right direction?".
Over time, we started to understand what our users were looking for as our machine learning system improved its capabilities and confidence rate.
There's a four-year history to this project, but feel free to skip ahead to the actual Engagement Dashboards project.
Over time as our data team become more confident in our ability to normalize aspects of our data set, we began to explore ways to present this data so that our users could capitalize on these insights.
Using data that we had collected over two years, we began to strategize about the future of our product:
It became clear that as effective as the sales solution was, it quickly ran into issues with scalability and flexibility.
And from this, we created the Engagement Dashboards. A completely flexible reporting solution where we could still work with our customers to guide them toward "what good looks like" while also giving our customers the flexibility to define their experience for themselves.
The Engagement Dashboards were designed to be extensible beyond the Team Performance and Deal Room views. A customer could specify custom columns of data that they wanted to track for opportunities or team members, and we expanded the functionality to include accounts for customer success use cases.