Your Hygiene Dashboard gives you a clear view of what needs attention so you can stay ahead. Whether it’s an empty next step, a stale close date, or a lead with no activity, you can quickly make updates and keep your deals moving.
With daily insights and helpful nudges, staying compliant becomes second nature - so you can focus on selling, not cleaning up.
Using Hygiene Dashboards
Charts
Hygiene Score
Each record is scored based on the rules you’ve created. The health score is the average score across all records. The higher, the better!
Users
See a breakdown of your Health Score by team or individual users
Leaderboard
The leaderboard ranks team members by performance scores, offering a quick view of top performers and encouraging healthy competition
Rules
The % of records that are out of compliance, based on each rule (e.g. 18% = 18 of 100 opportunities have an empty Next Step). Lower is better here!
Data Scope
Time Frame
Adjusting the date filter will update the data reflected in the dashboard (e.g. All time, Last 7 days, Last 30 days, etc.)
Team Filter
Selecting a Team will populate the dashboard with that Team’s scores, allowing you to drill down into the data for deeper insights and analysis.
You can also dive into an individual team member's performance for a more granular perspective.
Zero Board
The Zero Board within your dashboard highlights records needing attention based on your set rules, helping your team focus on what’s most important.
As reps update their Zero Board, those records are removed, and their hygiene score automatically improves - making it easy to track progress and stay on top of your sales process.
Additionally, you can filter records by specific rules to target areas that need attention more efficiently.
FAQ
Why does my Zero Board show that all records are up to date, but my hygiene score isn't 100%?
If an update is made outside of the dashboard (e.g. in another Scratchpad view or in SFDC), the hygiene score will update if the dashboard is refreshed using the icon in the top-right, or when the daily snapshot is taken at 3AM and 7PM PST.
Can you see historical data?
We cannot capture historical data, we can only start tracking once the dashboard has been created.
How can I open Expanded View to access Tiles from a dashboard?
Click any cell on the record and press the spacebar on your keyboard
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!