Metrics - Do you track initial meetings?
Last updated by SSW.Rules.SharePointExtractor over 4 years ago.See historyTo ensure clarity and consistency in our calendar invites, please follow the naming conventions below when scheduling meetings:
- For an Initial meetings, include “Initial Meeting” in the subject line
- For a Specification Review, include “Spec Review” in the subject line
This helps everyone quickly identify the purpose of the meeting, improves calendar visibility, and supports accurate reporting.
Subject: Northwind project with SSW and Bob
Figure: Bad example - Not clear it is an initial meeting
Subject: Initial phone meeting with Adam from SSW and Bob from Northwind
Figure: Good example - Includes the words "initial meeting" and the names of attendees
The Appointment should also be tracked (without regarding) in Dynamics 365 so that this information is readily available and reportable.
Important: In Dynamics 365 (Outlook add-in), set the “Regarding” field to an opportunity, not an account.
The idea behind it is that Power BI can then show the time elapsed between each sales milestone.
