What Key Outcomes Surfaces
The insights you’ll see in Key Outcomes include:- Declining engagement — Trials where product usage or communication frequency has dropped significantly
- Champion changes — When a key contact at the trial company changes roles, leaves, or becomes less active
- Feature adoption signals — Notable changes in which features are being used or ignored
- Positive momentum — Trials showing strong engagement growth or expanding user adoption
- Timeline alerts — Trials approaching their end date without clear buying signals
How to Use Key Outcomes
1
Navigate to Reports
From the sidebar, click Reports to open the reports section.
2
Click Key Outcomes
Select Key Outcomes from the available report types.
3
Review prioritized insights
Outcomes are listed in priority order, with the most urgent items at the top. Each insight includes a summary, the affected trial, and the underlying data signals.
4
Take action on each outcome
Click into an outcome to see recommended actions. You might need to schedule a call, send a follow-up, or adjust your trial strategy.
5
Mark outcomes as addressed
Once you’ve acted on an outcome, mark it as addressed. This keeps your Key Outcomes list focused on what still needs attention.