Tracking goal insights can be immensely helpful in coaching your sales reps by providing tangible data for performance evaluation and improvement. Analysing progress toward goals enables targeted feedback, allowing coaches to identify strengths and areas needing development.
This data-driven approach fosters more personalised coaching, highlights successful strategies, and facilitates informed discussions that lead to enhanced skills, motivation, and ultimately, higher sales performance.
To view the detailed insights, click on the desired user.
What insights can be viewed?
Progress of all goals (Conversion, Prospect and Activity Goals)
Conversion Analysis - Total Conversion in the set period
Conversion Insights
Prospects Converted By List
Contacted Analysis - Prospects Contacted in the set period
Prospects Contacted By List
Prospects Contacted By Cadence
Activity Analysis - Total number of activities completed in the set period
Progress of all Goals
Conversion Analysis
This insight enables refinement of strategies, enhancing conversion rates and overall sales performance.
Conversion Insights
Conversion Insights helps you to identify the number of days and touch points it took to convert a prospect and also provides an average conversion days
Prospects Converted By Lists
Total number of prospects converted based on the prospect lists they are in
Contacted Analysis
This analysis reveals trends, helps refine targeting, and informs adjustments to engagement approaches.
Prospects Contacted By List
Prospects Contacted By Cadence
Activity Analysis
Activity analysis empowers organizations to align their efforts with strategic objectives, fostering more efficient and effective sales outcomes.
💡If you have any ideas, feature requests, or inputs you'd like to share, please don't hesitate to reach out to our dedicated support team. We're here to listen and assist you every step of the way