This major release includes the new role-based Dashboards module and the its associated features and functionality:

• Enhancements
  • Added a new Role Dashboards module for defining global dashboard defaults for user roles
  • TruVoice landing page has been upgraded to the new role-based dashboard experience that enables users to have dynamic dashboards based on their role(s), as well as creating and/or customizing their own dashboards.
  • Added help and how-to articles for the new dashboard experience with dedicated help articles for each dashlets
  • Added a feature that allows program admins to customize the dashboard defaults for their users based on a user’s assigned role(s)
  • Added global default dashboards for each user role that customers can use as a foundation to further customize as needed
  • Added 17 new dashlets that users can leverage when creating and customizing their dashboards:
    • Action Items: Oversee and interact with action items in TruVoice.
    • Buying Trigger Events: Buyer needs or problems that trigger an evaluation of a specific product.
    • Custom Content: Access to other relevant content added to TruVoice.
    • Decision Drivers: Track top decision drivers for why you win and lose.
    • Experience Drivers: Track top positive and negative customer experience drivers.
    • Experience Reasons: Customer positive and negative experience reasons with frequency and impact data.
    • Feedback Success Rates: Track success rates for capturing feedback from buyers and customers.
    • Feedback Types: Breakdown of feedback types captured.
    • Most Important Criteria: Monitor what’s most important to buyers in wins and losses.
    • Other Resources: Links to other important resources that are outside of TruVoice.
    • Outcome Reasons: Win and loss outcome reasons with frequency and impact data.
    • Performance Monitor: Monitor performance in selected criteria for selected sales and success representatives.
    • Price Position: Audit pricing by position and outcome.
    • Published Profiles: Simple feed of recently published feedback profiles.
    • Recent Feedback: Custom feed of most recently captured feedback.
    • Sample Status: Monitor feedback request funnel by category; new, active, disqualified and qualified.
    • Win Rates: Monitor win rates versus most frequent competition.