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 Morning brief and This week on the Dashboard. It does not replace them. Those panels rank daily and weekly pursuit actions for Revenue-seat teams using your target markets.
When to use BD review vs Dashboard orchestration
| Surface | Best for |
|---|---|
| Morning brief (Dashboard) | Today: narrative, meetings, overnight signals, review draft |
| This week (Dashboard) | Weekly execution: ranked actions with draft outreach, meeting prep, and snooze |
| BD review (Signals) | Periodic scan of follow-ups and prompts across the book |
Start each workday with Morning brief. Plan the week with This week. Then use BD review when you want a broader sweep of overdue touchpoints or team-wide coverage.