Ep. 4 📊 Analyzing Org Charts

This tutorial on vizrm Analytics demonstrates how to effectively visualize CRM data within dashboards. It begins with Quick Views, which provides pre-set heatmaps for analyzing activities and deals, making it easy to see where engagement is happening and where additional focus is needed. The video also shows how to create Custom Views tailored to specific needs, enabling users to display relevant CRM data in alignment with best practices from established sales methodologies. The tutorial highlights how these features can enhance account mapping and support overall business strategy, encouraging users to set up their own views and apply analytics to guide day-to-day operations.