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Personal Analytics

Track your individual performance with detailed metrics and insights.

Last updated: Feb 6, 2026

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
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