Features

Jesse Stoneman avatar Dana Fallon avatar Trey Doig avatar +1
12 articles in this collection
Written by Jesse Stoneman, Dana Fallon, Trey Doig and 1 other

How can I easily view or edit Salesforce objects that are included in my metric results?

Navigate directly to Salesforce from the query results preview.
Dana Fallon avatar
Written by Dana Fallon
Updated over a week ago

Tips for how to use Pathlight for a 1:1

Pathlight is really useful for your 1:1s, because it's a repository of all your most important manager information and insights.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Tips for sending coaching or recognition to your team

Coach your direct reports to get them back on track or congratulate them on a job well done with a message.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Tips for configuring a custom goals for different individuals on my team

You can set custom goals at the org, team, or individual level.
Trey Doig avatar
Written by Trey Doig
Updated this week

Connecting Pathlight to Redshift

David Coronado avatar
Written by David Coronado
Updated over a week ago

How do I control visibility and access permissions?

Privacy and visibility settings, explained.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

How to add custom goals for individuals and teams

Create specific goals for individuals or teams to track performance
David Coronado avatar
Written by David Coronado
Updated this week

Create a Path

Paths are where you track key metrics to keep your team on track. All you need are your team members and some data to get started!
Trey Doig avatar
Written by Trey Doig
Updated this week

How to edit a metric

Need to change how a metric is defined or update goals?
David Coronado avatar
Written by David Coronado
Updated over a week ago

How to create a Metric

Set up metrics to track your most important numbers.
David Coronado avatar
Written by David Coronado
Updated over a week ago

How to add an embedded metric snapshot to a message

Embeddings are an easy and automatic way to incorporate rich data into your messages
David Coronado avatar
Written by David Coronado
Updated this week

How to send a message from a Path

Send coaching messages when viewing insights, directly from your Paths.
David Coronado avatar
Written by David Coronado
Updated this week