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:
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!