Track your team

The Dashboard of an Owner, an Administrator or a Manager opens on Overview of your team. Personal on the right switches to your own figures, and My team goes back to the team.

The three tabs

• Steering: Your team (Members, Pending invitations, Active over 30 days) and Team progress, six milestones marked Unlocked or Locked: Team invited, First simulation (1 simulation), Consistency (5 sessions), SmartBrief (1 brief generated), Analyst (3 analyses read) and Progression (+10 points in 30 days). Until the team is invited, the catalog is empty or nobody has finished a simulation, Setup replaces Your team and offers each step. After that, Your team appears next to the Try SmartBrief card.

• Activity: Sales team activity, the sessions and users over the period, and the counters Sessions, Usage time, Active reps, Average score.

• Performance: Top Performers and Needs support, with each person’s score and number of trainings, then Dimension scores (Vocal & Verbal Communication, Discovery & listening, Argumentation & value, Objections & resistance, Steering & closing) and Score progression. These five team dimensions don’t have the same names as the ones in a simulation’s analysis.

Filter

The Whole team menu limits the figures to one member. On Activity and Performance, choose the period: 7 days, 30 days, 60 days or 90 days. The screen shows the dates and the number of sessions. Score progression is set by Global score or By dimension, Daily or Weekly. Progression needs at least 2 weeks of data.

Nudge a sales rep

In Steering, a sales rep with no activity shows No session for a number of days, or Invitation never accepted. Select Nudge: the button becomes Nudged. The sales rep gets an email in your name inviting them to resume training, with a button to do so. “This member has already been nudged today.” appears if you insist: one nudge per sales rep every 24 hours.

Pending invitations can also be sent again one by one, with Remind, or all together with Remind all pending invitations. Beyond about 60 invitations, sending stops: send the rest a minute later.

What this means for you

A ranking only makes sense with finished and analyzed simulations. Until there are some, the screen says No performance data available.