Sales Pulse | Team Insights


Smells like team spirit

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

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.

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.

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.

Chart your team’s progress

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