Review and prioritizeBD review
BD review
Period-based report on meetings, pipeline, events, and channel outcomes.
Overview
BD review is a period activity report in Signals. It answers six business development questions for a selected month, quarter, or year:
- Who did we meet? — Completed calendar meetings, people met, and organizations met.
- Did meetings match target profiles? — ICP tier badges from calendar sync snapshots, with a target-match filter.
- What follow-up happened? — Meeting-scoped outreach audit rows (scheduled, snoozed, completed), not person-level reminders alone.
- Which events drove activity? — Events with attributed meetings or pipeline adds in period, sorted by ROI.
- What new pursuits entered the pipeline? — Pursuit-stage projects created in period, with stage summary and lead source.
- Which channels produced traction? — Touches plus outcomes (meetings held, follow-ups completed, pursuits created, conversion rates).
It complements Morning brief and This week on the Dashboard. Those panels orchestrate daily and weekly pursuit actions. BD review is for a broader periodic scan backed by synced interactions.
Data sources
| Section | Source |
|---|---|
| Meetings | contact_interactions (calendar channel), ICP snapshot at sync |
| Follow-up timeline | contact_outreach_events linked to meeting rows |
| Pipeline | projects in pursuit stages created in period |
| Events | workspace_events with attributed meetings or pipeline provenance |
| Channels | Interaction touches + outreach audit + pursuit lead source |
Run Sync interactions from the BD review toolbar to backfill calendar data from Gmail or Outlook.
When to use BD review vs Dashboard orchestration
| Surface | Best for |
|---|---|
| Morning brief (Dashboard) | Today: narrative, meetings, overnight signals, review draft |
| This week (Dashboard) | Weekly execution: ranked actions with draft outreach, meeting prep, and snooze |
| BD review (Signals) | Periodic scan: who you met, ICP fit, follow-up truth, event ROI, pipeline adds, channel traction |
Start each workday with Morning brief. Plan the week with This week. Use BD review when you want a trustworthy read on relationship activity across a month, quarter, or year.