Creating your first view

Last Updated: March 21, 2023

A refresher

Endgame takes your existing product usage data to help your sales and success teams prioritize the right domains, key in the the right workspaces, engage the right end-users, and have the right product usage context going into conversations to maximize conversions, renewals, and expansions.

It leverages Segments, Signals, Milestones, and Views to help you drive sales.

How to work in Endgame

Coming from the traditional sales world, you may be used to managing your team, accounts, or pipeline in Salesforce. Transitioning to a Product Led Sales tool stack with Endgame shifts your focus from Leads and Opportunities to Accounts and Activity.

As a rep, Endgame becomes your secret advantage. It arms you with Aactivity trends across domains, workspaces, and users to identify customers already getting value from your product. You didn’t have to source these customers, they came to you.

Now you can nurture their natural interest and need for your product to create meaningful interactions with them based on the product data Endgame surfaces.

Endgame continuously monitors your customers’ activity, leading to dynamic view based on the latest activity within domains and workspaces. Make sure you check out your views at least once daily to find new opportunities.

Let’s deep dive into Views

A View is your control room within Endgame. Views capture sales objectives of a team or an individual and are constructed with filters and columns, arming you with a visualization of your relevant domains and workspaces in Endgame.

Views are constructed to service sales goals or objectives, layering in color on account activity, entitled vs active seats, etc. The configuration is custom to your company and sales organization.

Though it’s custom, View construction almost always follows this workflow:

1. Identify a sales goal or objective
2. Work through what product signals or trends will be most likely to predict the desired sales outcome (usually conversion, consolidation, or upsell)
3. Construct Endgame View or Views to identify the domains or workspaces that need working
4. Reps run sales playbooks from those Views

Below is a table with a few examples of what this looks like for many sales teams using Endgame:

Constructing Views with filters

Filters within views narrow down what is listed within each view. Filters extend your data properties and aggregates so you can find the domains, workspaces, or users most relevant to your sales objectives.

Filters use your product data

Once your team is onboarded to Endgame, the Endgame team will arm you with an onboarding guide to what product, customer, and enrichment data is in Endgame. The key to building Views with filters is understanding what’s under the hood when it comes to your data.

Your company may use one or more of the below approaches, but here’s a view of what most customers use each data stream for:

Build a View Workshop: active trial workspaces assigned to a sales rep

Let’s build view that shows a list of active trial workspaces assigned to a sales rep called “My Active Trials”.

This example assumes you have an Endgame segment called Trial that pulls active trials into Endgame for triage and outreach.

Step 1

Create a new view by clicking the plus sign in the top right corner of the sidebar. Name it, “My Active Trials”.

Step 2

Add filters to your views to pare the workspace list to what’s relevant to you. You can filter on any of the data fields configured in Endgame.

Step 3

Add columns to your View and Sidebar to surface workspace level details

Step 4

Use your view!

You can now dig deeper into your active trial workspaces on a daily basis, and nurture some of those workspaces into conversion!

Need help?

This article didn’t do it for you? If you want to talk to a real, live human about making your product-led analytics dreams come true, email support@endgame.io. We’re happy to help.