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The Insights panel shows your team KPI’s and sales.
Dave Cherrie
Dave Cherrie
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Insights give managers a window into their team’s performance against KPIs. You can see percent completion, the progress contribution of each team member, and how your team ranks against other teams in the company.



Click on the People tab to see how team members compare in their contributions toward various KPIs. Click on a team member to see a detailed KPI breakdown.

Insights - People

Sales Feed

Click on the Sales Feed tab to see live sales activity.

Insights - Sales Feed


To view Insights across different timeframes, click the button in the top right corner of the Insights panel. This will allow you to select either a Monthly, Weekly, or Daily view.