Sales Pulse | Team Insights

A woman with short gray hair and earrings sitting at a table, smiling, with three people blurred in the background and a computer in front of her.

Smells like team spirit

Get your reps working towards clearly defined and achievable performance metrics with the Team Insights dashboard in Sales Pulse.

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Sales report spreadsheet for week 15 with columns for staff names, reminders, win backs, upsells, total leads, customers contacted, contact rate, and total calls, showing individual staff performance data and color-coded contact rate percentages.

Metrics that matter

Gain a clear picture of team activity with the Team Insights dashboard. See how many leads are assigned to each rep and the percentage of leads each sales rep has followed up on within the week. This straightforward metric is designed to help reps focus on their lead list and nurture repeat sales by making the right calls at the right time.

A digital table with columns titled Date, Staff, Customer, Action, and Note, containing records of customer contact interactions, all indicating positive contact.

Quick-view for lead notes

Team Insights organises every lead and the corresponding sales rep notes in one place, giving managers a detailed view of the sales process, customer engagement sentiment, and more. It's a practical way to monitor lead progress and ensure thorough follow-up.

A woman with curly hair and glasses smiling and working on a laptop in an office or co-working space, with a text overlay stating "100% of leads contacted."

Encourage friendly competition

Sales reps are naturally competitive. The Team Insights dashboard can give your team a clear understanding of their performance, helping them prioritise and be strategic to ensure they stay at the top of the leaderboard.

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Chart your team’s progress

Enjoy boardroom-ready charts that clearly demonstrate team performance over time.

A colorful 3D bar graph with pink, blue, and purple bars and labels at the top. The graph appears to compare different categories or data points.
Bar and line graph depicting growth over months. Blue bars represent total calls, and pink line with dots shows customer contacts, increasing steadily from January to August.