1. Open the Team Meetings tab
Available to Team Managers and Company Admins.
Use this tab to get an overview of how the team is performing on calls.
This is the starting point for reviewing team-level call activity and coaching needs.
2. Review the team-level performance summary
Check the total number of calls the team has had.
Review the average score across the team.
Look at the total objections detected on those calls.
Identify overall coaching opportunities at the team level.
3. Compare performance by individual seller
View a breakdown for each seller, including:
Number of calls
Playbook adherence
Talk ratio
Average speed
Objections received
Use this view to quickly compare reps and spot who may need support.
4. Analyze scorecards over time
Review the scorecard trends over time for each seller.
Track key call quality areas such as:
Engagement
Discovery
Quality of questions
Tonality
Objection handling
Compare these metrics across sellers to identify patterns and improvement areas.
5. Identify the most common objections
Look at the top objections detected in calls.
Objections are grouped by key terms such as:
Objections
Interest
Competitors mentions
Other common objection themes
Use this to understand what prospects are pushing back on most often.
6. Review coaching effectiveness
Check how coaching is performing by looking at:
Completion rates
Pending actions
Average score after coaching
This helps you see whether coaching is being completed and whether it is improving performance.
7. Drill into individual coaching opportunities
Review coaching opportunities for each individual rep.
Open their calls to listen and provide specific guidance.
Use the call details to coach reps more effectively and help the team win more deals.