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Revenue Tracking

Connect call performance to revenue outcomes and deal metrics.

Last updated: Feb 6, 2026

Overview

Revenue Tracking connects your call performance to business outcomes. See how your training and call quality correlate with closed deals and revenue.

Track metrics like:

  • Deals influenced by analyzed calls
  • Revenue from opportunities worked
  • Win rates by call score
  • Average deal size trends

    • Setting Up Revenue Tracking

    Enable revenue tracking:

    1. Go to Team > Settings > Revenue

    2. Connect your CRM (if available)

    3. Or manually log deal outcomes

    4. Associate calls with opportunities

    5. Track results over time

    Manual Deal Logging

    Log deals without CRM integration:

  • Add deal value to analyzed calls
  • Mark calls as won/lost/pending
  • Track stage progression
  • Enter close dates

    • Manual logging works well for smaller teams.

    Performance Correlation

    See how scores relate to outcomes:

    - Average score on won vs lost deals

    - Which competencies most predict success

    - Score thresholds that correlate with wins

    - Training time impact on win rates

    Team Revenue Dashboard

    Aggregate revenue insights for managers:

  • Total revenue by team member
  • Win rate comparisons
  • Revenue per call analyzed
  • Trending performance and revenue
    • PreviousCustom Scorecards
    NextCreating a Team

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