No more naughty lists or chasing down reps for updates.
See your CRM Hygiene improve by the day and track your progress with Scratchpad’s Hygiene Monitoring System. With real accountability into your sales process and a little competition mixed in, you can see where your sales process is working and what needs refinement based on real data.
Creating a New Hygiene Dashboard
Scratchpad Admins can create new Hygiene Dashboards using the steps below
Navigate to Hygiene from your Scratchpad Navigation Bar
Select the ➕ in the top left to create a new dashboard
Name your dashboard
Select the Object you'd like to track and score (e.g. Account, Opportunity, Lead)
Under Teams, select the teams or individuals you'd like to track and score
Select the Owner field you'd like to use (e.g. Opportunity or Account Owner)
Within Scope, set filters to determine which records are tracked and graded
Examples: Closed is False, Amount is greater than x, Forecast Category is x, Type is not Renewal
Add Rules to grade records by, think of each Rule as a behavior you want to avoid
Examples: Next Step is empty, Close Date is before today, Amount is empty
Click Save in the top right, your dashboard will be generated in 10-15 seconds
Hygiene Notifications
Help your team maintain CRM hygiene by sending automated reminders to check their Hygiene dashboard, through email or Slack. These notifications ensure reps stay proactive in addressing overdue tasks and tracking their compliance.
Toggle on Notifications towards the bottom of your dashboard settings. Notifications are sent at 7AM PT, on Mondays or every weekday.
What do notifications look like?
Email
Slack
Slack
FAQ
When are data snapshots taken for the dashboards that are created?
Snapshots are taken daily at 3AM and 7PM PST, or immediately when a dashboard is created, edited, or refreshed
Can you see historical data?
We cannot capture historical data, we can only start tracking once the dashboard has been created.
Can you change the object on a dashboard once created?
Once a dashboard is created, you cannot change the Object. You can create multiple dashboards per object
Can you rename Rules within a dashboard?
Yes! Navigate to your dashboard settings, find your desired condition under Rules, rename as desired. Switch back to the original name if needed, and see your custom names when hovering over Highlights within the Zero Board.
Can you add Fields to the Zero Board?
Scratchpad Admins can add additional Fields to the Zero Board within a dashboard. Any changes made will apply to all users, in team and individual views.
Curious to learn more? Book time with a Product Specialist today!