How do I view a team member's Metrics and Priorities in a Meeting?

Here's how to customize your Meeting view for individual Team Members

Customizing your Meeting View

To view a specific team member’s Priorities or Metrics during a meeting:

1. Open the Meeting.
2. Scroll down to the Agenda section.
3. Click the pencil icon next to the Priorities or Metrics agenda items.
4. De-select "Filter By Attendees"—this will reveal the Team Member Filter.
5. Use the dropdown menu to select the team member whose Priorities or Metrics you want to view.
6. To further refine your view, de-select "Show Company Only" to filter for metrics specific to that team member.

When adding Agenda Items into a meeting, remember to review the settings specific to each Agenda Item. This will help ensure you are refining and customizing the information correctly!