Use this to see close rates, the real reasons sits did not close and how well the team follows the playbook.
- In the sidebar under Insights, open Dashboard.
- Set the view with Period, Product line and Lead source.
- The top row shows the headline numbers for the period, such as close rate and PNS rate.
- Why PNS sits did not close puts Reported by the rep next to Found in the recording. A big gap on one reason is worth a look in the sits behind it.
- Process compliance shows each rep against each stage of the playbook: who hears which stage, and who skips it.
- Score by week shows the trend.
- Other bids mentioned shows how many sits had another company's quote in play, and how those sits ended.
- Org admins also see Manager review time: how soon after a sit each manager first reviews it, and how many reviews a week.
To hear the sits behind a number, open Review queue or Sits with the same filters.
If it does not work
- The panels are empty: there are no scored sits in this period. Pick a longer Period.
- Manager review time is missing: only org admins see it.
Still stuck? Open Help and choose Talk to a person.