Feature Overview

The AE Dashboard is a centralized command center within GTM Engine that helps Account Executives manage their sales pipeline effectively. The dashboard highlights opportunities requiring immediate attention, displays upcoming customer meetings, and tracks follow-up tasks all designed to help you focus on high-priority activities that drive deals forward.

Benefits to the User

• Prioritized workflow management: Easily identify which deals need urgent attention
• Reduced administrative burden: Auto-generated tasks from meetings and emails eliminate manual tracking
• Improved time management: Calendar integration displays upcoming customer meetings in one place
• Strategic focus: Revenue and close date information helps you prioritize tasks by potential impact
• Automated task completion: Tasks disappear automatically when corresponding actions are taken

Accessing the Feature

1. Navigate to the "Sales Engine" section in the main nav
2. Click on "AE Dashboard", displaying four key components:
   • Quota Command dashboard (top)
   • Opportunities Needing Attention (bottom left)
   • Upcoming Activities (bottom right)
   • Tasks In Your Court (right rail)

Step-by-Step Usage Guide

Managing Opportunities Needing Attention

This section highlights deals that require immediate action to improve their health status.

1. Review the list of flagged opportunities with urgent or critical tasks
2. Click on any opportunity to view more details about:
   • The specific issues requiring attention
   • Recommended actions to address these issues

Tracking Upcoming Activities

This section displays your scheduled customer meetings pulled directly from your calendar.

1. Review the list of upcoming meetings with customers
2. Plan your day around scheduled customer interactions
3. Ensure proper preparation for each engagement

Working with Tasks In Your Court

This section shows all auto-generated follow-up tasks created from meetings and emails.

1. Review your task list, which includes:
   • The associated opportunity name
   • Task description
   • Expected revenue amount
   • Contract size
   • Close date
2. Click on a task to view:
   • Associated opportunity
   • Task details
   • Auto-generated email drafts (when applicable)
3. Managing Email Drafts:
   • View the suggested email by clicking on the task
   • Click Edit Draft to modify the content
   • Click Save Draft to preserve your changes
   • Use the Copy button to copy the text for use in another system
4. Customizing Email Generation:
   • If you want to adjust the tone or structure of auto-generated emails:
     • Click Edit Preferences within the email draft modal or navigate manually to your Profile Settings
     • Click Edit under Email Generation Instructions
     • Add brand tone guidance and preferences
5. Completing tasks:
   • Tasks will automatically disappear when you complete the corresponding action (sending a follow-up email or replying to a received email)
   • To manually mark a task as complete, click the check mark in the top right corner of the task
6. Creating custom tasks:
   • Click the "Add Task" button at the top of the Tasks section
   • Enter a title for your task
   • Add a description with details
   • Optionally map the task to a specific opportunity

Tips and Best Practices

• Start your day with the dashboard: Make reviewing your AE Dashboard the first activity of your workday to prioritize effectively
• Focus on revenue impact: Use the expected revenue and close date information to tackle high-value tasks first
• Regularly clear completed tasks: Maintain a clean task list by manually dismissing tasks that have been addressed but not automatically cleared
• Create custom tasks strategically: Add custom tasks for important follow-ups that aren't automatically generated by the system
• Click through for context: Always click on flagged opportunities to understand the full context before taking action

The AE Dashboard transforms your workflow by eliminating manual tracking and data entry, allowing you to focus on what matters most, building relationships and closing deals. By highlighting critical opportunities and automating task management, GTM Engine helps you reclaim valuable selling time while ensuring nothing falls through the cracks.