Spot patterns early
Look for repeated gaps across the team before the next review.
Give directors and team leaders a clearer view of skills, coaching adoption and customer conversations across their permitted team.
Look for repeated gaps across the team before the next review.
Move from a team pattern to the rep’s coaching priorities.
Use conversation context to make feedback specific and constructive.
Leadership needs more than activity totals. Team Performance connects the team picture to individual development so a director or team lead can identify where attention, coaching and support are most useful.
Explore practical use casesReview analysed meetings and customer-facing time alongside conversation quality. Volume and skill answer different questions.
Explore a rep’s performance and coaching context when a team-level pattern needs a closer look.
Review whether coached behaviours are appearing in customer conversations, not just whether training took place.
Bring source examples into the discussion so coaching decisions reflect the customer and meeting type.
A recurring gap may call for team practice as well as individual coaching.
Illustrative situations showing how to put the feature to work.
Several reps are weak at confirming the decision process.
Review representative calls and run a focused session on identifying approvers and next steps.
Address a shared skill gap while keeping individual coaching relevant.
The director cannot personally attend every customer conversation.
Use the team view to prioritise which reps and conversation examples need attention.
Prepare more focused one-to-ones without relying only on anecdotal updates.
Use these outcomes to guide your team’s review and assess whether the workflow is helping.
Direct support towards repeated gaps and individual needs.
Discuss examples against the relevant company playbook.
Review behaviour change alongside activity and outcomes.
Confirm team membership, roles and viewing permissions. Review a meaningful reporting period, consider sample sizes and avoid using one metric as a complete judgement of a person.
Directors and team leaders use team views within their permitted scope. Individual coaching remains focused on each rep’s development.
Use multiple indicators and the underlying conversation context. A score alone does not explain the customer, meeting type or coaching need.
Give each rep a focused coaching priority based on their actual conversations, with a practical behaviour to use in the next call.
Explore featureRehearse discovery, objections and next-step conversations with AI role-play grounded in your coaching priorities.
Explore featureFollow skill development, coaching adoption and conversation outcomes over time, with context for the changes.
Explore feature