Team Insights gives managers a comprehensive view of team behaviors and performance trends. Each widget on the dashboard is designed to help you assess progress, identify development opportunities, and connect behavior change to sales outcomes. Below is a summary of the available widgets and how each one can support your role as a manager.

Behavior-Based Widgets

Behavior Grid
View a matrix of team or individual behaviors to quickly spot strengths and areas for improvement.

Behavior Over Time
Track how behaviors have developed over a selected timeframe. This view helps identify growth patterns or areas that may need additional support.

Behavior ROI
Understand the impact of behavior development by connecting it to sales performance. This view helps show the return on investment in skill building.

Behavior vs. Metric
Compare specific behaviors against performance metrics to see how skill application drives results.

Radar Behaviors
Visualize behavior levels across multiple areas using a radar chart. This format highlights both strong and underdeveloped skill sets.

Focus Behaviors
Identify the behaviors that require immediate attention. This view can help guide coaching efforts based on team priorities.

Team Ratings
See collective ratings for behaviors and performance across your team. This helps you assess team dynamics and coaching needs.

Metric-Based Widgets

Metric Comparison
Compare multiple metrics side by side to evaluate progress across different performance areas.

Metric Over Time
Monitor the trajectory of key metrics over time. This view can help identify emerging trends, fluctuations, or sustained improvements.

Sales Velocity
Review how quickly sales opportunities are moving through the pipeline to spot any delays or acceleration points.

Ramp Times
Measure the time it takes for new team members to reach productivity. This provides insight into the effectiveness of your onboarding and support processes.

Goal-Based Widgets

Goals Achieved
See a summary of goals that have been met. This view reflects the outcomes of development efforts and sales performance.

Goals Achieved vs. Not Achieved
Compare completed goals to those still in progress or unmet. Use this to identify where additional focus may be needed.

Goals Over Time
Track the timing of goal achievement to better understand consistency and pacing across individuals or the team.

Predictive Modeling
View a forecast based on existing data to assess whether a seller is on track to meet their goals. This helps inform proactive coaching and support.

Ranking and Analysis Widgets

Leaderboard
Rank individuals or teams based on selected performance metrics. This can help you recognize top performers and identify those who may need additional support.

Matrix
Analyze the relationship between two variables to identify correlations or patterns. This tool is useful for more in-depth performance analysis.

Putting It Into Practice
Use these widgets to build a clear picture of team performance, track development over time, and make informed coaching decisions. Whether you're focused on behavior change, performance metrics, or goal completion, the dashboard provides the visibility needed to support your team’s growth.

Click here to learn more about the Capability Action Planner Widget.

Questions? Reach out to Support and we’ll be happy to help.