Who can use this feature?
- All roles with access level "high"
- Available on all plans
The playbook index page allows you to manage all playbooks in Catalyst.
Filter playbooks
Filter the list of playbooks by the following:
- Owner: Created by
- Status: Enabled, paused, disabled, draft
- Type: Account, opportunity, contact, additional object
Review and sort playbook details
Within the list of playbooks, you can view details for playbooks. This visibility allows you to see participants are still in playbooksAdmins have clear visibility into which participants are still in the playbooks—to track progress and ensure all runs are completed before disabling.
| Data | Description | Sortable |
|---|---|---|
| Playbook name | Name of the playbook | ✓ |
| Met objective |
% of participants that met objective, calculated from time of entry to 30 days after exiting the playbook This metric helps you determine if the playbook is working—the more participants meet the objectives, the more effective |
✓ |
|
Objective impact Numeric-based objectives only |
Measures % change of the metric, using average values across all participants with 3 different % change calculations:
This metric tells you how much the objective's metric has been impacted, whether positively or negatively. You can point to your playbook and say, "This at-risk save play increased numeric health by 10%." |
✓ |
| Type | The object on which the playbook is based | ✓ |
|
Current participants Drill-down metrics |
# of participants currently in the playbook (no exit date). Click to drill into name, entered date, and days in playbook | - |
|
Total runs Drill-down metrics |
Number of times the playbook has run. Click to drill into name, status, entered date, completed date, and days in playbook | - |
| Creator | Name of Catalyst user who created the playbook | ✓ |
| Last updated | Date the playbook was last updated | ✓ |
| Status | Current playbook status: Enabled, Draft, Disabled, Paused | ✓ |