Sales & Account Management

Articles covering the ARPEDIO Sales Heat Map, assessment scoring, the Action Manager, Whitespace, and Matrix activity tracking.

Using the tools

• Intro to the Sales Heat MapOverview of the Heat Map toolbar, view templates, and how to add fields.
• Creating Custom Views for the Sales Heat MapCreate, edit, clone, filter, share, and delete Heat Map Views.
• How ARPEDIO Calculates Assessment ScoresThe Overall, Area, Topic, and Answer score formulas, with Importance weighting.
• How Importance Impacts the ARPEDIO Assessment ScoreHow Low, Normal, and High Importance levels weight each score.
• About the ARPEDIO Score Trending ComponentTrack assessment and relationship score changes over time on a record page.
• ARPEDIO Action Manager User GuideSuggested Actions, Actions, and Views for managing tasks on any record.
• Activity FeedResolve missing activities in the Matrix Assessment activity feed.

Setup & configuration

• Adding Additional Fields to the Sales Heat MapAdd any Salesforce object field to a new personal Heat Map view.
• Setting Up the Status Field for the Sales Heat MapConfigure a Status Field in a Sales Template and publish it to the Heat Map.
• How to Set Up the White SpaceConfigure the Whitespace tool's status rules, columns, options, and detail fields.
• How to Hide Reflection Notes in ARPEDIO SalesRestrict access to Reflection Notes with a cloned permission set.