Your Dashboards

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After this lesson you'll be able to see your side's activity at a glance, pull up a sponsor's entire relationship in one shot, and run a monthly readout without opening a single spreadsheet.

The previous three lessons built the pieces: placements (what ran), verification (what's confirmed), and contracts (what was promised). This lesson is where they pay off together. The dashboard and account views exist so that the questions you get asked constantly — by sponsors, by sales, by leadership — have answers that take seconds, and so those answers are all reading from the same live records instead of three files that drifted apart.

Your tab on the dashboard

There's a Media & Sponsorship view on the dashboards that rolls up your side's activity and performance — deals, accounts, and the game schedule — so you're looking at your world, not the whole company's. Media & Sponsorship deals are tagged with your business unit, which is what keeps the pipeline views and totals scoped to your vertical.

The grouped deal views total up as you filter — change the filter, and the group counts and revenue sums recompute live. That means the number you read off a filtered view is the number, current as of now, not as of the last time someone refreshed an export.

The whole sponsor relationship in one place

This is the part that beats three separate spreadsheets. Open the sponsor's account and you see their placements, their verification records, and their contracts together:

1. Find the sponsor's Company record.
2. The Home tab leads with the active-sponsor picture — who's committed and for how many games.
3. The Media & Sponsorship tab carries the detail: placements and contracts, side by side.
4. Verification records for the sponsor sit on the same account, so the confirmed-versus-pending status is one click away.

A few questions you'll ask all the time

Because it all connects — a placement knows its sponsor, account, verification, and the deal it came from — the answers are instant and current. There's no export step, no "let me check the latest version of the file," no reconciling two numbers that should have been one.

Running the monthly readout

Put the pieces together in this order and the sponsor conversation writes itself:

1. What ran — the sponsor's placements for the month, statuses honest (Placements).
2. What's confirmed — the month's verification verdicts and any discrepancy notes (Nielsen Verification).
3. Where the contract stands — executed count against contracted games, per team (Sponsor Contracts).
4. What's next — pending verifications, make-good needs, and follow-ups, flagged on the account.

That's the full readout: delivery, proof, pace, and plan — all from one account page.

Common mistakes

What good looks like

• You answer "what's running tonight," "who's behind contract," and "what's pending verification" from the platform in under a minute each.
• Monthly sponsor readouts come straight off the account page — no side spreadsheets, no stitched exports.
• When a dashboard number surprises you, your reflex is to drill into records, not to distrust or overwrite the rollup.
• The team reads the same live numbers you do — one source, zero version drift.

You only learn your part

You don't need the technology or service workflows — just Media & Sponsorship. Everyone does the same Core basics, then only their own track.

Now you try →

Open one sponsor's account and find all three on it: a placement, a verification, and a contract.

👉 Open the CRM

That's the Media & Sponsorship track. Anything you forget, just ask the assistant.