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Account Prioritisation Dashboard
Replace hours of manual account research with a scored, signal-driven dashboard that tells reps exactly which accounts to work and what to say. Bespoke build, not a template.
About this resource
Most reps are given a book of business and told to "work their patch." But there's no system behind it. So they open tabs, scan LinkedIn, check job boards, read the news, and try to figure out which accounts are worth reaching out to. One team I worked with had reps spending five to six hours a week each on this research before they even picked up the phone or sent an email.
This page shows you what happens when you replace that manual research with a system. The Account Prioritisation Dashboard scores every account against your must-have criteria, surfaces signals in real time, and tells the rep what to do next. It links directly to your playbook, so the rep goes from "this account is a priority" to the right messaging angle and the right sequence without switching tools. There's also a built-in prospect search, so finding the right contact is one click, not another 15 minutes on LinkedIn.
Every dashboard is a bespoke build, not a template. The scoring criteria for a 40-person fintech look nothing like the criteria for a 150-person HR platform. I define your must-have gates, signal weighting, and tiering logic from your playbook and your ICP, then build and hand it over. There's a live demo on the page if you want to see how it works before booking a call.
What you'll take away
- Why reps default to spray-and-pray or familiar accounts when there's no prioritisation system
- How must-have gates and signal scoring work together to rank accounts automatically
- What a playbook brief looks like inside the dashboard (and why most teams have never had this)
- How layering CRM data and intent on top of external signals sharpens the prioritisation further
- Honest comparisons to spreadsheets, CRM lead scoring, and enterprise signal platforms
Who this is for
Sales leaders with reps who have a book of business but no system to prioritise it, or teams where manual account research is eating hours every week. If your reps are spending more time figuring out who to call than actually calling, the problem isn't the reps. It's that nobody has built the system around them.