Overview
The Revenue Playbook helps AEs and leaders translate the Simplified Dashboard’s metrics into concrete execution: what to do now, how to run the day, what scenarios to prepare for, and how metrics connect.
Access
- From the Simplified Dashboard header, click Revenue Playbook
- Appears as a right-side slide‑out; click outside or “Close Playbook” to dismiss
Tabs
- 📋 What to Do Now (SmartPriorities): Prioritized actions across forecast, quota, risk, and data quality; mark items complete
- 🌅 Daily Routine (DailyRoutineGuide): Recommended flow by confidence level, revenue at risk, and actions required
- 🎯 Scenarios (ScenarioPlaybook): Common revenue scenarios with severity, expected outcomes, and steps
- 🔗 How Metrics Connect (MetricRelationships): Explains relationships (coverage → confidence; velocity → attainment) and levers to pull
Inputs
- Reads unified forecast, revenue at risk, pipeline health, quota metrics, and required actions
- Works with default-safe metrics if some data is unavailable
Usage Tips
- Use daily; complete high‑impact items first, then routine tasks
- Pair with Revenue at Risk mitigation and Exports for alignment