Intro to Insights
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Intro to Insights


Article summary

Insights provide a deep understanding of team performance, including adoption of strategies, new initiatives, and market impact. Visit Insights Team to track reps' activities and interactions, enabling coaching based on top performers. Insights Initiatives shows who is embracing new strategies and their effectiveness. Utilize Insights Market for proactive decision-making based on market trends.

Insights provide a deep understanding into how you and your team are performing. Use it to check whether reps are adopting strategies to improve win rates, pushing new initiatives, and more. You can also use it to get a sense of how market forces are affecting your business.

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Go to:

  • Insights > Team to see how your reps are spending their time, and get statistics on their interactions during calls. See what your top reps are doing, so you can use this information to coach the rest of your team. Learn more

  • Insights > Initiatives to see which team members are adopting new initiatives, and whether these initiatives are paying off. Learn more.

  • Insights > Market and make proactive decisions instead of responding to market shifts after they happen (for RevOps). Learn more.


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