Playbook Execution Dashboard

The Playbook Execution Dashboard provides users with a clear view of key performance metrics related to their Playbooks. It offers insights into Playbook Entries and Exits, Outreach volumes, and Customer entries and re-entries, helping users assess engagement effectiveness.

By default, the dashboard presents an aggregate view of all Playbook execution activities within the selected time period. Users can refine their analysis by applying filters to focus on specific Playbooks or limit results to Active Playbook executions only, ensuring they can quickly access the most relevant data.

Key benefits:

Enhanced Visibility – Track Playbook performance with insights into customer movement trends, outreach volume, and timing.
Optimized Playbook Performance – Monitor Playbook effectiveness over time and uncover opportunities for improvement.
Flexible Analysis & Drill-Down – Use filters to focus on specific Playbooks or Active Playbook executions for more targeted insights.
Automated Pulse Alerts – Stay informed with real-time notifications on significant changes in Playbook Execution data.

Improvements

Platform Area	Description
Data mapping	Data mappings used when importing data can now be deactivated right from the list view.
Contact Reachability	User experience improvements to help with interpreting Contact Reachability metrics.
Playbook and Content exports	To make it easier to tell the difference between exported Playbook and/or Content configuration, filenames now reflect whether the source was the “current” or “published” version of the resource.

Fixes

Platform Area	Description
Attributes	Fixed a small issue where buttons were available in the UI on the Attributes page for actions a user didn’t have permission to use. (Without permissions, nothing happened if the user clicked these actions.)
Content	Fixed a confusing label on Images properties where “Max width” and “Max height” have been renamed “Width” and “Height” to reflect their behaviour.
Readability scores	Fixed an issue where Readability scores weren’t being calculated and presented. They’re back now.