Insights
The Insights panel shows your team KPI’s and sales.
Dave Cherrie
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.
Insights
People
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
Timeframes
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.