Usage Data

Gain insight into how your organization is using Dooly!

The stats give you actionable signals.

  • Do new users need training? Filter Account created date to last 30 days and see what people have taken notes, used a template, updated fields.

  • Do these folks still need a seat? Or more training? Filter last seen to more than 30 days ago.

  • Are all our teams using Dooly the same way? Use Salesforce role to dig into usage.

  • Who are our power users? Check feature use and active days for the month.


Where can I find this genius info?

In the bottom left of Dooly, click on your avatar/initials > Settings > Members to access the dashboard.

What data can I see?

From the dashboard, you can easily view, filter, sort and export information to understand more about the activity of your team such as:

  • Days active

  • Notes synced

  • Fields synced

  • Templates inserted

What permissions do users have in Dooly?

  • Members have general access. They cannot manage user permissions or create playbook content.

  • Playbook Curators are members who can create and edit playbook content.

  • Admins can manage user permissions and create playbook content.

How do I invite my team to Dooly?

Teamwork makes the dream work. Click Invite in the top right corner!

Did this answer your question?