Recommended Actions 6sense Sales Intelligence Dashboard

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The Recommended Actions Dashboard lists contacts to reach out to based on their engagement activity.

CRM Integration Required

You must integrate a CRM to see and use the 6sense Sales Intelligence Dashboards.

Recommended Actions Dashboard

Loading the Recommended Actions Dashboard takes a few seconds when you first select it.

The Recommended Actions Dashboard main data display lists all people by default, but you can focus your efforts by switching to just top accounts using the pulldown at the top of the main data display

The Recommended Actions Dashboard search field lets you filter by a searched account name quickly.

You can modify the Recommended Actions Dashboard by rearranging, turning on, or turning off columns.

Columns

Filters

  • People*

  • Contact Location*

  • Recommendation Reason*

  • Sales Activities (Person)*

  • Engagement Activities (Person)*

  • Accounts*

  • Action options*

  • Persona Importance

  • Accounts & Temp

  • Sales Activities (Account)

  • Engagement Activities (Account)

  • Buying Stage

  • Intent Score

  • Account Reach

  • Latest Opportunity Status

  • Profile Fit

  • Last 6QA

  • Account Owner

  • Recommendation reason

  • Contact type

  • Contact country

  • Contact state

  • Contact city

  • Person – job level

  • Person – job function

  • Persona importance

  • Buying Stage

  • 6QA status

  • Latest opportunity status

  • Account reach

  • Temperature

Additional actions available for each row of the Recommended Actions Dashboard main data display are:

  • Find on LinkedIn

  • Find on Sales Navigator

  • Add to your integrated SEP (Outreach, Salesloft, Salesforce Sales Engagement)

  • More Actions menu (the three vertical dots)

    • View similar contacts on LinkedIn

    • View similar contacts on Sales Navigator

    • View timeline, highlights

    • Report (report a bug or data problem)