Radio Workflow Dashboard Guide

This guide provides a detailed, step-by-step guide on how to navigate and utilize the Radio Workflow dashboard.

1. Understand Terminology Definitions

• Account vs Prospect: A prospect is an account that does not have a salesperson assigned to it.
• People: This term is used to describe three types of people in the system - contact, lead, and listener. A contact refers to a person with an account assigned to them, while a lead does not have an account assigned.
• Proposal vs Contract: A proposal presents multiple options for a client, while a contract is more rigid and outlines the specific terms and conditions.

2. Review Projections for the Current Month

• Click on the bars in the Projections box to see a list of clients on air that month.
• Click on a specific client name to be taken to their account page.

3. Check Today's Information

• In the Today box, review the following information:

  • Schedule activity.
  • Account list quotas.
  • Past due invoices.
  • Overdue tasks.
  • Spots ending within three days.
  • Contracts ending within the next 30 days.

• Schedule activity using the Schedule Activity option.

• Create a task for yourself or a team member using the Create Task option.

4. Look Up Accounts

• Use the Account Lookup feature to search for specific accounts if you're a salesperson that only has access to their own list.

5. Review Report Card

• Check your close rate, the number of clients on air, and the number of clients off air.
• Review the list of proposals sent and contracts signed for the current month.

6. Review Completed Events, Emails, and Notes

• Keep track of the last five events completed in the system.
• Access recent emails sent to clients by clicking the "See Email" button.
• Review recent notes added to accounts by clicking the "+" sign and selecting "Note."

7. Monitor Top Accounts

• View your top client list and adjust the range using the drop-down menu.

8. Analyze Activities Chart

• Assess the relationship between your activities and your progress toward your budget.

9. Assess Future Projections

• Review projections for the next six months and compare them with your budget and the previous year's data.

10. Evaluate Non-Returning and Growing Accounts

• Analyze non-returning and growing accounts using the charts provided.
• Click on the "List Form" button to print out the non-returning chart in list form.

11. Monitor Proposals and Tasks

• Keep track of proposals and tasks moving through their respective funnels.

For additional support or questions, feel free to reach out to Radio Workflow.