Zero Boards are grid views tailored to highlight specific tasks that demand your immediate action, like updating missing Next Steps or moving outdated Close Dates.
The goal is to clear these tasks from the board, achieving a 'zero' state that ensures all your critical activities are taken care of. Records will automatically be added to this view when they fit the criteria (ex. Close Date is before today), and removed when you make the necessary edits and refresh the view.
Leaders can also create Zero Boards, grouped by reps on their team, to get a quick high-level overview into deals or tasks that need actioning.
Types of Zero Boards
You can create a Zero Board in Scratchpad for any Salesforce object you work with, simply set your conditions using Filters and Highlights. Below are a few examples:
Opportunities | Close Date is on or before Today Next Step is empty Next Step Date is on or before Today Last Activity is before Last Week |
Accounts | Next Step is empty Health Score is Red Last Activity is before Last Week # of Opps is less than 1 |
Leads | Lead Status is Open - Not Contacted Last Activity is before Last Week Next Step is empty |
Create a Zero Board
Creating a Zero Board is as easy as creating a new view in Scratchpad. Watch this 5 minute video, or follow the steps below:
Navigate to Views, create a new Grid View
Add your desired Fields, be sure to include the fields you'd like to update
Add Filters to surface out of compliance deals
Use the conditions in the examples above, or your desired conditions
Change the scope from All [Opportunities] to My [Opportunities] if you'd only like to see records assigned to you
Add Highlights to draw attention to these fields, use the same conditions above
Make the necessary updates and refresh your view until there are no action items left in your Zero Board!
→ If you're a leader, simply change the scope to "My Team's [Opportunities]" and add a Group for Opportunity Owner. Now you have a high-level overview that captures actions items for each member of your team.
Curious to learn more? Book time with a Product Specialist today!