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Sales 1:1 & Career Template
How to have a meaningful 1:1s
1:1 Overview
Career Template
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1:1 Overview
Open dialogue helps your team do their best work. Review their sentiment and agenda items, and add those of your own!
Clear sample data
Pulse: How are we feeling today?
1
sentiments added.
Only show me
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Sentiment
Reflection
Author
Sentiment
Reflection
Author
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Weekly Goals and Targets
Quota
:
500000
Weekly Pipeline Created
: $50K
Weekly Meetings
: 10
Gap to Goal
:
40
%
Open Pipeline
:
400000
Pipeline Coverage
:
67
%
My Weekly Goals
My Weekly Goals
Week
Goal
Progress
Notes
Completed Goal
Week
Goal
Progress
Notes
Completed Goal
8/6/2024
3
Closed Revenue
200,000
Open
Pipeline Created Last Week
60,000
Open
# of Meetings Last Week
12
Open
Agenda Items
Done
Search
Done
Date
Idea
Author
Notes
Done
Date
Idea
Author
Notes
1
8/6/2024
Upcoming PTO coverage
Open
2
8/6/2024
Talk through close plan for the IBM deal
Open
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Archived Topics
Archived Topics
1
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