Metrics - Do you track your initial meetings?

Last updated by Ulyssesmaclaren over 3 years ago.See history

When creating an appointment email for an initial meeting, make sure you include the words " initial " and " meeting " on the subject.

Subject: Northwind project with SSW and Bob

Figure: Bad subject - not clear it is an initial meeting

Subject: Initial meeting with SSW and Bob from Northwind Subject: Initial phone meeting with SSW and Bob from Northwind

Figure: Good subjects - Make clear it is an initial meeting by having both words

The Appointment should also be tracked (without regarding) in Dynamics 365 so that this information is readily available and reportable.

initial meeting dynamics
Figure: Initial Meeting created in Outlook and tracked to Dynamics 365

The idea behind it is that Power BI can then track and show this.

initial meeting graph
Figure: It's clear to see that there is no yellow in the past couple of months, which may indicate work drying up for Stephen's area

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