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Analytics & Metrics·Updated Feb 6, 2026

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Revenue Tracking

Connect call performance to revenue outcomes and deal metrics.

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

  1. Enable revenue tracking:
  2. 1. Go to Team > Settings > Revenue
  3. 2. Connect your CRM (if available)
  4. 3. Or manually log deal outcomes
  5. 4. Associate calls with opportunities
  6. 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

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