Review and prioritizeBD review
BD review
Review suggested pursuit actions in one place.
Overview
BD review consolidates follow-ups and pursuit prompts so principals can scan what needs attention in a given period. It complements—not replaces—This week on the Dashboard, which ranks the top five pursuit actions for Revenue-seat teams using your pursuit profile.
When to use BD review vs This week
| Surface | Best for |
|---|---|
| This week (Dashboard) | Daily execution: ranked actions with draft outreach, meeting prep, and snooze |
| BD review (Signals) | Periodic scan of follow-ups and prompts across the book |
Start Monday with This week, then use BD review when you want a broader sweep of overdue touchpoints or team-wide coverage.