The Vision Board feature helps users plan, track, and manage prospecting activities from a single view. Users can switch between B2B and B2C contacts, customize Selling System segments, set activity benchmarks, and record vision board activities.
Step 1 : Access the Vision Board Tracker
Go to the Scoreboard page. Click on the Vision Board tab.
Use the Contact Type toggle to switch between B2B and B2C.
Step 2: Add or Customize a Segment
Click Customize in the top-right corner. In the Vision Board modal, click Add Segment.
Select the required Selling System category based on the selected contact type.
Update the Benchmark Value if needed, to remove a segment, click the × icon and Use the Up/Down arrows to reorder the segments and Click Save to apply the changes.
Step 3: Add a Vision Board Activity
Click the empty gray box under the required category.
Note: Only the selected Selling System categories are displayed in their corresponding segments on the vision board page. If you add an activity for a contact from a different Selling System category, it will automatically appear under Other.
From the right sidebar, search for the contact or drag and drop the contact into the empty gray box.
In the grey box click the + add activity. In the modal popup, enter the required activity details:
Select the Date of the interaction.
Choose the Interaction type to specify how the activity was performed.
Select the appropriate Activity Type based on your interaction.
If applicable, select the relevant KPI to associate the activity with a performance metric.
To create a new contact or select the Contact and click Save to record the activity.
Once the activity is created, the color is changed to green.
Step 4: Customize the Benchmark Value
Each vision board category has a recommended activity target. You can customize these targets based on your requirements.
Click the Benchmark Value displayed beside the category.
Enter your preferred activity goal and click Save.
Step 5: View and Manage Vision Board Activities
Duplicate Last Week's Activities
Click Duplicate Last Week to copy the previous week's activities to the current week.
Autofill Activities
Click Autofill to automatically populate the current week with relevant Milestones, Opportunities, Follow-Ups, and contacts created during the previous week.
Filter Activities by Date
Use the Date Range Filter to view prospecting activities for a specific time period. Click the Date Range field or the Calendar icon to select a start date. The end date is automatically set to seven days from the selected start date. Once the date range is applied, the vision board section displays all activities scheduled within the selected period.
Step 6 : Delete a Vision Board Activities
Click the Cancel (X) button next to the activity. The activity is removed immediately from the vision board Tracker.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support.