This week priorities
How Toolblocks ranks pursuit actions on the Dashboard for Revenue-seat teams.
Overview
This week on the Dashboard is your ranked pursuit queue. It surfaces up to five actions drawn from target accounts, overdue follow-ups, signals, warm paths, open opportunities, and account plan objectives—so you know what to do next without rebuilding context across tools.
Available on Team with a Revenue seat.
Configure your pursuit profile
Open Settings → Pursuit profile to define:
- Target accounts (up to 10 client organizations you are actively pursuing)
- Sectors and geographies you care about
- Deal size band (minimum and maximum USD)
- Weekly focus count (show 3 or 5 priorities)
- Public vs private owner preference for opportunities
The profile is stored on your organization and improves ranking. If it is not configured yet, priorities still appear from follow-ups and pipeline activity.
Onboarding can seed target accounts when you apply suggested accounts from company research.
How ranking works
Each candidate action receives a score from five factors:
| Factor | Weight | What it rewards |
|---|---|---|
| Target account match | +40 | The account is on your pursuit profile list |
| Timing urgency | +30 | Overdue follow-up, fresh signal, or late-stage opportunity |
| Deal size proxy | +20 | Strategic or Priority tier, or large construction value |
| Warm path feasibility | +15 | A suggested introduction path exists |
| Goal alignment | +10 | An in-progress account plan objective |
The top rows appear in the This week panel on the Dashboard, above Follow up.
Row actions
From each priority you can:
- Draft outreach — AI-assisted email draft with account context
- Meeting prep — Opens meeting prep with pursuit context prefilled
- Talking points — Short bullets for a call or email
- Open account — Jump to the account workspace
- Snooze or Mark complete — Adjust follow-up timing on the linked contact
Discover target accounts
When the panel is empty—or you want net-new ideas—use Discover target accounts. Toolblocks runs a web search using your pursuit profile and returns draft firm ideas for review. Results are not saved automatically; add firms to contacts or target accounts after you validate fit.