Introduction to Insights

Insights offer a comprehensive view of your team's performance, helping you understand how effectively strategies are being implemented to boost win rates, drive new initiatives, and more. They also provide a perspective on how external market dynamics impact your business.

Sales Insights: Team Overview

Explore Team Performance

Navigate to Insights > Team to discover how your representatives allocate their time and gain insights into their call interactions. Identify the practices of your top performers and leverage this information to coach and develop the rest of your team. 

Understand Win/Loss Analysis

Visit Insights > Win/Loss to understand and replicate winning patterns across your teams. This feature is especially valuable for Sales Leaders.

Understand Market Dynamics

Access Insights > Team > Trackers to make informed, proactive decisions in response to market changes, rather than reacting after the fact. This is particularly beneficial for Revenue Operations (RevOps).