Review your team's performance

Who can use this: Any team member

Available on: Gong Forecast

Ideal for: Sales manager

Required permissions: Dashboards page access

Review how your team is tracking against their sales targets before a 1:1 or weekly review. Set the team and period you need, compare attainment across reps, and drill into the underlying deals behind any metric value.

Note:

Since dashboards are fully customizable, the widgets on your dashboard may differ from the ones you see here. Use the instructions below as general guidance for viewing your dashboard, even if the widgets you see are different.

Step 1: Open the dashboard

Your admin or manager may have shared a dashboard directly with you or published it to the whole company. You'll find it in your dashboard list.

To open a dashboard:

1. From the left sidebar, click Dashboards.

2. Under Shared with you, click the dashboard you want to review. If you don't see it there, check Company dashboards.

Note:

If the dashboard isn't listed, it may not have been published yet or hasn't been shared with you.

Step 2: Set the team and period

Most dashboards let you switch between teams and periods.

To set the team and period:

At the top of the dashboard, select the team and period you want to review.

Note:

Some widgets are set by the admin to use fixed team and period. If a widget shows Dashboard selections don't apply, that widget won't respond to the header selectors.

Step 3: Review KPIs and target attainment

KPI widgets show headline numbers for the selected team and period, such as bookings, win rate, or engaged accounts. Where a target is set, you'll also see an attainment progress bar showing how far the metric's value is from its goal.

To read a KPI widget:

1. Check the main metric value for the selected team and period.

2. Check the attainment progress bar alongside the metric to see its progress against the target.

3. Hover over any value to see additional context or tooltip details.

Step 4: Compare rep performance

The performance widget shows a table with each rep's or team's results side by side. Use it to spot who is above target, who is behind, and where the gaps are largest.

To compare performance across reps:

1. Review the performance widget table to see each rep's result per metric.

2. To switch between team view and individual rep view, click the toggle at the top of the widget.

3. To sort by a specific metric, click the column header.

4. Check the color coding. Green indicates the number is within the positive range as set by the admin; red indicates it's outside the positive range, yellow is neutral.

Step 5: Drill into the deals behind a value

Click any metric value or chart element to open the underlying deal list. Use the list to understand what's driving a rep's result and identify specific opportunities to discuss.

To inspect the deals behind a metric value:

1. Click the metric value, attainment bar, or chart bar you want to investigate.

2. A list opens showing the deals that make up that result.

3. You can sort the list by clicking any of its columns.

4. Click a deal to open it, or use your browser's back button to return to the dashboard.

Frequently asked questions