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  3. Account Management Portal

Account Management Portal

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Automate processes to take the load off your account managers for reporting, planning, presenting, and building QBRs.

  • All About Microsoft Reporting
  • Understanding Templates
  • Reviewing QBR Data with the Sales Matrix
  • How to Configure Planner Cards in CloudRadial
  • Understanding the Infrastructure tab in CloudRadial
  • Understanding User Sync Source(s) for User Reconciliation
  • Running and Using Assessment Reports
  • How to Work with Custom Iframes within Dashboards
  • Understanding and Using Assessments
  • Updating Assessments from Excel
  • Importing Assessments
  • Setting Up and Using Dashboards
  • Improving QBR Processes with CloudRadial
  • Using the Client Scoring Feature
  • Planner Category Best Practices
  • Using the Meetings Feature
  • Customizing Report Templates
  • Using Report Archives
  • Setting Up Policies
  • Using The Planner
  • Scoring Clients
  • Defining Policy Parameters
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