SalesHood Analytics – Attributes and Measures

There are two data types to consider when using SalesHood Reports: Attributes and Measures. Attributes are the qualitative items you are looking to take measurements of. Examples of Attributes are User, File, and Huddle Event. Measures are the quantitative data you can assign to Attributes; they are the actual data […]

SalesHood Analytics – How to Create A New Report

This guide provides an overview of the Reports Builder and step-by-step instructions for using the Reports Builder to create a basic report. Fundamental Terminology Attribute: The objects that you want to measure. Examples of Attributes are Huddles, Pitches, Learning Paths, Files, Users, etc. Measures: The metrics available for each Attribute. […]

Homepage Components and Sorting Logic

This article describes how items are sorted and how they appear on the SalesHood Homepage. Definitions: Event: A Learning Path, Huddle, or Pitch Standalone Event: A Pitch or Huddle Event which is NOT organized in a Learning Path Pinned Event: Huddle or Pitch that has been Pinned to the homepage by […]

Notifications and Notifications Management

In SalesHood, users may receive notifications by email and mobile push notification. Below is a description of all of SalesHood’s notifications triggers by content type:   Huddle Event Email Participant Email to participants with customized message Email, Mobile Huddle Event Scheduled Email and mobile push to host, participants Email, Mobile […]

Configure SAML on Okta in Preview Environment

Instructions for installing and configuring Okta SAML (Sign On) in your SalesHood Preview Environment. This is useful if you are migrating an existing SalesHood Production Environment to use Okta and want to test it out first. Pre-requisites: An Okta developer account. Sign up here Step 1: Create New App Log into […]