Insights

Know how the month went

Insights counts every booking your team took. Pick a team and a date range, and see what was completed, cancelled or missed, who took the calls and which links got booked.

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Lena reads November

Lena leads sales at Northwind. On the last day of the month she opens Insights to see how the team's 130 bookings went, before Thursday's team meeting.

Filters

Pick the team and the dates

Lena switches from her own account to Northwind Sales and sets the range to Month to date. The dates count by booking start time unless she picks Created at.

Performance and Events

The month in two cards

Performance shows ratings, no-shows and CSAT against October. Events splits November's 130 bookings into completed, upcoming, rescheduled and cancelled.

Event trends

Day by day

Event trends draws the bookings scheduled each day and the ones that got cancelled. Lena turns the other lines off in the legend to keep the chart readable.

Members and links

Who took the calls, and which ones

Lena took the most bookings, 44. Tobias, the newest rep, tops Most cancelled with 4. Discovery call is the busiest link with 84 bookings.

Routing

Where the form sent people

The Routing tab follows the Talk to sales form: 112 responses, 84 with a booking, and how many calls each rep got per week. Lena asks Tobias to look at his cancellations on Thursday.

Filter Northwind's November

Pick a member and a link. Every card counts the same bookings again, so the numbers always agree.

The whole team, all links: 130 events in November. 106 completed, 12 cancelled, 10 guest no-shows.

Watch it set up

A short recording of the Insights page, from picking a team to reading the routing form, in the same steps as above.

TutorialRecording soon

Read your team's insights

In this video

  1. 1Pick the team and the dates
  2. 2The month in two cards
  3. 3Day by day
  4. 4Who took the calls, and which ones
  5. 5Where the form sent people

Questions about Insights

What the numbers count, and who sees them.

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Every booking counted once, on every card.

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