Analytics & Metrics·Updated Feb 6, 2026
Personal Analytics
Track your individual performance with detailed metrics and insights.
Overview
Personal Analytics gives you a comprehensive view of your sales performance over time. Track improvements, identify patterns, and understand your strengths and weaknesses.
Key Metrics
Metrics tracked for each user:
Overall Score - Weighted average across all competencies
Discovery Score - Quality of needs identification
Value Prop Score - Effectiveness of value communication
Objection Handling - Success addressing concerns
Closing Score - Ability to advance deals
Training Time - Minutes spent practicing
Calls Analyzed - Number of calls reviewed
Dashboard Views
Multiple ways to view your data:
Summary - Key stats at a glance
Trends - Performance over time (daily, weekly, monthly)
Breakdown - Detailed scores by category
Comparison - Training vs live performance
Goals - Progress toward your targets
Time Periods
Analyze different time ranges:
- Today, This Week, This Month
- Last 7, 30, 90 days
- Custom date ranges
- Compare periods (e.g., this month vs last month)
Use longer periods for trend analysis, shorter for recent performance.
Exporting Data
Export your analytics for external use:
Download as CSV for spreadsheet analysis
Generate PDF reports for review meetings
Share specific views via link
Schedule automated report delivery