Independent Learning - My Dashboard

Purpose

The Audit and History tools give managers complete visibility into account activity and requests within the CRM. The Audit view tracks all structural changes - like merges, transfers, renames, category updates, and deletions - while the History tab logs every account request you’ve submitted, from new company additions to ownership challenges. Learning how to use both tools helps you maintain clean data, verify accuracy, and understand how updates move through the system. Together, they create a foundation of trust and accountability for both managers and sellers.

Key Learning Outcomes

By mastering Audit and History in your Dashboard, you’ll strengthen your ability to:

• Review and validate all account-level changes to ensure data integrity and compliance.

• Investigate discrepancies quickly using filters by company name, business unit, date range, or status.

• Monitor the progress of account requests you’ve submitted and identify where follow-up is needed.

• Cancel outdated or unnecessary requests without escalating to support, saving time and reducing communication delays.

• Reinforce accountability by maintaining transparency into who made changes, when they occurred, and why they were made.

• Use audit and history insights as coaching tools to guide sellers toward more accurate and responsible CRM use.

Checklist

Use this checklist to confirm you can confidently monitor account activity, verify accuracy, and follow up on account requests efficiently.

• I own Accounts as a Manager, so I need to look at the Seller Dashboard Independent Learning to learn more about My Dashboard than just Audit and History.

• I can navigate to the Audit tab and view a chronological list of account changes- merges, transfers, renames, category changes, and deletions.

• I can filter audit entries by company name, business unit, or date range to investigate updates and validate accuracy.

• I can identify the type of change and the user responsible, confirm it was executed correctly, and follow up on any discrepancies.

• I can open the History tab to view all account requests I’ve submitted and track their current status (Requested, Approved, Challenged, etc.).

• I can filter or cancel requests directly from the History tab to manage my submissions efficiently.

• I can use both Audit and History to promote transparency, troubleshoot issues quickly, and maintain accurate account records across my team.

Coach’s Tip - Audit and History are your best allies for clarity and control. Set a habit of checking them weekly - especially after major account transfers or when requests are pending. Reviewing these logs not only keeps your data accurate but also models accountability for your team. When sellers see that their manager values transparency and data hygiene, they learn to do the same.