Trella Health's reporting suite aligns organizational priorities with sales ops performance with detailed sales operations and performance analytics to drive competitive advantage!
What's my role?
As an admin, manager or team lead - or those who wear multiple hats! - you know that "data in equals data out." This session focuses on the reports we have pre-built as well as custom reporting options available so that you can manage your team and your data within Edge!
These sessions are integral to your success in the platform! Please ensure that you:
- Have applicable devices (laptop, tablet, mobile) on and in front of you
- Are connected to video and audio
- Are in a non-distracting area
- Are not travelling / out in the field
Trainers reserve the right to stop sessions and reschedule for preferable times if users cannot be fully present for their classes.
Before joining your training session, please complete the following homework items. This helps to prevent delays so you can maximize the time available:
- Ensure that your account is active and that you have an updated password
- Ensure your team has at least 30-45 days worth of data in the system, so that reports will generate viable examples during the training session
Ready to see it in action?