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

About the Conversational Intelligence Advanced Sales Math Dashboard

What data is included? Opportunities with Conversational Intelligence Data

Who should use it? Sales Leaders and Managers

When to use it? Once a month/quarter at your MBR / QBR

Why use it?

• Use your Conversational Intelligence metrics to determine what call profiles are most associated with won opportunities.

   

• Understand what types of call interactions are positive and negative signs.

   

• Coach to optimize questions asked, responses, and talk time ratio.

   

Usage by Persona

For Sales Leaders

When: Monthly/Quarterly

How: During an MBR/QBR, or in preparation for a MBR/QBR, filter to an opportunity type, focus on major inflection points of success, and review enablement efforts targeted at those inflection points.

What would you do: Review example opportunities at key inflection points for learnings on “what works” or “what went wrong.”

Outcomes: Equip your enablement team with specific data points on what is more effective on a call so they can effectively coach the sales team.

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 Advanced Sales Math Dashboard

The following rows and cards make up the template of reports we consider best practice for a Conversational Intelligence Advanced Sales Math 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 Conversational Intelligence Advanced Sales Math dashboard open in another window as you walk through this guide.

Row 1: How does the rate of questions asked by reps in the sales process affect outcomes?

• Average Number of Rep Questions to Win - Loss (Bar Chart)

• Opportunity Win Rate by Number of Rep Questions (Bar Chart)

• Confidence to Close by Number of Rep Questions (Open Pipeline) (Bar Chart)

   

Row 2: How does the rate of questions asked by customers throughout the sales process affect outcomes?

• Average Number Of Customer Questions To Win - Loss (Bar Chart)

• Opportunity Win Rate By Number Of Customer Questions (Bar Chart)

• Confidence To Close By Number Of Customer Questions (Open Pipeline) (Bar Chart)

Row 3: How does our average talk time ratio affect our win rate?

• Average Talk To Listen Ratio to Win - Loss (Bar Chart)

• Opportunity Win Rate By Talk To Listen Ratio (Bar Chart)

• Confidence To Close By Talk To Listen Ratio (Open Pipeline) (Bar Chart)

Row 4: How does our average longest monologue affect our win rate?

• Average Longest Rep Monologue to Win - Loss (Bar Chart)

• Opportunity Win Rate By Longest Reps Monologue (Bar Chart)

• Confidence To Close By Longest Rep Monologue (Open Pipeline) (Bar Chart)

How did we build this dashboard template for you?

The Conversational Intelligence Advanced Sales Math 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 Opportunity Insight

• Content Type - Opportunity, Opportunity Split, Opportunity Product, Recording, Recording Topics

• Filters - Opportunity fields, Accounts fields, Hierarchy; by default, a filter for Owner is Active is present

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.