Adoption dashboard

The Adoption dashboard shows how your teams are using ShiftUp. Open ShiftUp Analytics and click the Adoption tab to view it. Only users with the ShiftUp Admin or Manager role can view the dashboard. Other users see a message that the dashboard is limited to admin and manager users.

Filtering by user

The Viewing for filter at the top of the dashboard scopes the widgets below it to the users you select. Widgets that always report organization-wide totals show an Org-wide badge while a user filter is active, so you can tell which numbers the filter does not affect. The Engage Outreach widgets scope on two different user axes. Strategy counts are scoped to strategies assigned to the selected users, while step aggregates are scoped to steps completed by the selected users. Each widget’s description states which axis applies.

Source reports

Many widgets include a View source report link in the footer that opens the packaged Salesforce report behind the widget in the ShiftUp Reports folder. For the Engage Outreach widgets, the links appear only for users who have both the ShiftUp Admin permission set and the Salesforce Modify All Data permission. See Engage Outreach source reports for details.

Sections

Timeline widgets chart daily counts for the last 6 months.

Account Plans

Widget	What it shows
Total account plan views	All recorded account plan detail views. Org-wide.
Total account plan notes	Notes created on account plans.
Account plans not viewed by owners	Account plans without an owner first-view event.
Account plans owner first view over time	Daily first-owner-view counts.
Top account plan owners	Owners with the most account plans first viewed in the last 6 months.

Strategies

Widget	What it shows
Total strategy views	All recorded strategy detail views. Org-wide.
Strategies not viewed by assignees	Assigned strategies without an assignee first-view event.
Strategy assignee first views over time	Daily first-assignee-view counts.
Top strategy assignees	Assignees with the most strategies first viewed in the last 6 months.

Engagement

Widget	What it shows
Total generated emails	Aggregated engagement email creation events. Org-wide.
Total generated call scripts	Aggregated engagement call script creation events. Org-wide.

Engage Outreach

This section appears only when Engage prospecting is enabled for your org. It tracks completed ShiftUp Engage outreach cadence steps across strategies.

Widget	What it shows
Strategies with outreach activity	Assigned strategies with at least one completed outreach step.
Strategies with no outreach activity	Assigned strategies without any completed outreach step.
Completed steps by channel	Completed outreach steps grouped by channel, counting steps on every strategy, including unassigned ones.
Top users by completed steps	Ranked by who completed each step, not who the strategy is assigned to.
Top users by strategies with no outreach activity	Assignees holding the most strategies without a completed outreach step.
Top accounts by completed steps	Accounts whose strategies received the most completed steps, including unassigned strategies.

These widgets count Engage steps completed after your org upgraded to the release that introduced them. To include earlier Engage activity, run the Strategy Step Progress repair task under ShiftUp Admin → Advanced → Repair Tasks.

Notetaker

Widget	What it shows
Meeting outcomes	Completed and terminal notetaker meeting results, broken down by status.
Top meeting owners	Owners with the most meetings recorded in the last 6 months.
Meetings recorded over time	Daily notetaker meeting counts.

Stakeholders

Widget	What it shows
Total stakeholder conversions	Stakeholders linked to either a contact or a lead.
Stakeholder-to-contact conversions over time	Daily stakeholder records linked to contacts.
Stakeholder-to-lead conversions over time	Daily stakeholder records linked to leads.

Favorites

Widget	What it shows
Favorites by type	Saved favorites across account plans and strategies.
Favorites over time	Daily favorite creation counts.

Onboarding Progress

Widget	What it shows
Onboarding fully completed	Percentage of active Standard users at 100% across Account Management and Strategy Activation. Org-wide.
Users not started	Active Standard users with no onboarding progress in Account Management or Strategy Activation. Org-wide.
Onboarding completion by category	Org-wide average completion for Account Management and Strategy Activation.

If the Onboarding Progress widgets show no data, open ShiftUp Admin → Advanced → Repair Tasks and click Refresh Onboarding Progress to populate them.

Overview

Product

Onboarding

How To Guides

Implementation

Security & Architecture

Adoption dashboard

Filtering by user

Source reports

Sections

Account Plans

Strategies

Engagement

Engage Outreach

Notetaker

Stakeholders

Favorites

Onboarding Progress

​Filtering by user

​Source reports

​Sections

​Account Plans

​Strategies

​Engagement

​Engage Outreach

​Notetaker

​Stakeholders

​Favorites

​Onboarding Progress

Filtering by user

Source reports

Sections

Account Plans

Strategies

Engagement

Engage Outreach

Notetaker

Stakeholders

Favorites

Onboarding Progress