The Coaching on Conversations Dashboard has been created and configured for you right out of the box, so your Sales Leaders & Managers have a built-in dashboard based on best practices, utilizing your data.

About the Coaching on Conversations Dashboard

What data is included? Recordings

Who should use it? Sales Leaders and Managers

When to use it? Weekly

Why use it?

• Provides incredible insight into talk time, discussion points, discovery work, and more to best determine where and which calls need more coaching

• Helps identify specific calls that can be used to coach the team

• Review major metrics that make calls successful, such as when in the sales process pricing is mentioned and where reps were able to elicit strong customer stories

• Shows week over week data to ensure progression towards key call metrics

Usage by Persona

Sales Leaders and Managers

When: Weekly

How: Review the dashboard weekly to see where individual reps can be best coached, and gather week-over-week trends. Find calls that can be used as learning opportunities to review with reps.

Pre-req Training

Copying and Editing Cards

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

The Coaching on Conversations Dashboard

The following rows and cards make up the template of reports we consider best practice for a Coaching on Conversations Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your Coaching on Conversations Dashboard dashboard open in another window as you walk through what's included.

Row 1: What is our talk time ratio?

• Average Call Talk Time Ratio Trailing Six Weeks by Employee (Bar Chart)

   

• Talk to Listen Ratio for Calls Last Week (Bar Chart)

   

• Calls to Coach On for Talk Time Ratio Last Week (Top Content)

Row 2: What is the longest stretch of time reps are speaking without conversation?

• Average Longest Call Monologue Trailing Six Weeks by Employee (Bar Chart)

   

• Longest Monologue for Calls Last Week (Bar Chart)

   

• Calls to Coach On for Longest Monologue Last Week (Top Content)

Row 3: How long are customers speaking to us about their story?

• Average Longest Customer Story Trailing Six Weeks by Employee (Bar Chart)

   

• Longest Customer Story for Calls Last Week (Bar Chart)

   

• Calls to Coach On For Longest Customer Story Last Week (Top Content)

Row 4: When are we discussing pricing?

• Pricing Discussed by Stage at Call Trailing Six Weeks (Bar Chart)

   

• Pricing Discussed on Calls Last Week (Bar Chart)

   

• Calls to Coach On for Pricing Last Week (Top Content)

Row 5: Are we asking enough questions?

• Average Number of Questions Asked on Calls Trailing Six Weeks By Employee (Bar Chart)

   

• Average Number of Questions Asked on Calls Last Week (Bar Chart)

   

• Calls to Coach On For Number of Questions Asked Last Week (Top Content)

How did we build this dashboard template for you?

The Coaching on Conversations Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template: Generic Recordings Insight

• Content-Type: Recordings

• Filters: Recording fields, Hierarchy

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.