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.

Keep a pulse on how your team is following up

Most sales managers track team performance through rep check-ins, weekly meetings and the numbers at month end. Team Insights gives them an independent, real-time view of which reps are following up, which accounts aren’t getting enough attention and where coaching is needed, before the revenue impact shows up.

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See Team Insights in action

Watch a quick walkthrough of how Team Insights gives managers a clearer view of rep follow-up, lead activity, notes and team performance over time. This video shows how the module works on-screen, so you can see how accountability and visibility come together in practice.

Watch a one-minute demo →

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.

See who is following up and who is falling behind

Team Insights shows how many leads are assigned to each rep and what percentage they have followed up within the week. It is a simple but practical way to keep lead management visible and make sure important accounts are not being neglected.

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."

Create accountability without micromanaging

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.

SALES PULSE FOR REPS →

Chart your team’s progress

Boardroom-ready charts make it easier to see whether team activity is improving, holding steady, or dropping off over time, so managers can spot changes earlier and respond before performance slips.

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.