Coda + Salesforce for Sales & Success

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Team Dashboard

Weekly Team Meeting

Highlight certain opportunities for discussion, and reflect on selected closed/lost deals.

Customize this page to include your team's typical agenda and meeting structure.

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Retros for Discussion

Retros for Discussion

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Dory: Topics for upcoming team meeting

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Add a topic

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Idea

Author

Upvote

Downvote

Notes

Discuss open opp with Atlas (opp link here)

How do we incentivize people to come to a virtual event?

There are no rows in this table

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Pulse: Sentiment for the week

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Add your sentiment

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Sentiment

Reflection

Author

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All sentiments (
`3`
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)

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3

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submitted with average sentiment of

3.67

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Sentiment

Reflection

Author

We’re making great progress on the magic show staging.

Are we all hands on deck?

I found a really great pair of gloves we can send to attendees.

There are no rows in this table

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Behind the scenes 👀

The Retros for Discussion table is a

Detail View⁠

of the

DB_All Opportunities⁠

base table.

Accounts selected on the Discuss in Team Meeting column on the

Closed Opportunities: Lost & Won⁠

page will appear here.

The Retros column is a

canvas column⁠

. New rows use the template from the

Retro Template⁠

page, which can be hidden so that it does not appear on the sidebar.

The Dory & Pulse table is a built in template that can be added to your doc by leveraging the “/” command and typing out “Dory” (/Dory). Learn more about why this table can be essential for your team meetings

here⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.

Weekly Team Meeting

Dory: Topics for upcoming team meeting

Pulse: Sentiment for the week

All sentiments (3⁠)

Behind the scenes 👀

All sentiments (
`3`
⁠
)