Introduction

Background

Architecture

Analytics
A&D PreSales

🟢
SMBU PreSales
Full Global Access
EAM PreSales

PreSales Operations

🟠
Regional CTO
Full Regional Access
PreSales Leadership

Data Security

Managed In Microsoft Teams

🟡
Share opportunity to provide
Partial Access technical access

Include on Resourcing section for

reporting / Dashboard inclusion

Filters to refine lists

View Refinements

Group by Column Headings

1. Pipeline
Managing The
2. Resourcing
Terminology Technical Win
PreSales Enablement 3. Progress

Views 4. Health

The hub lists You are Leader of the Opp

A personalised single page,
Objective: summarised view of The Hub Your are on the Resourcing section of the Remember how security works
Opp

Useful for quick updates of deals

you are actively “managing” in The
Hub.

Filters

Use “Groups”

“Edit in Grid View”

Useful where PreSales have not been engaged for x weeks (e.g. 6
Hub Status Dormant weeks) not have any planned engagements

5. My Dashboard May need refinement early in the Buyer Journey

Problem Statement (1-10% Sales Stages) but should become more stable
as we understand and validate.

Tips:
Doing now

Views structured as Activities

Doing Next

Workflows
Resourcing
Update

Progress

RAG Statuses
Health

Solution

Progress %’s

Technical Win Scorecard

Unfiltered version of “My

Objective: Dashboard” grouped by Market
Unit for PreSales Leaders
6. DashBoard
Potentially now redundant with
Tips: PowerBI Analytics

Aggregated view, grouped by

Objective: Forecast Priority to potentially help
determine deal prioritisation.
7. Forecast
Potentially now redundant with
Tips: PowerBI Analytics

The Hub Form

SharePoint
Lists security
model