Insight7 makes it easy to monitor how individual or team performance evolves across multiple evaluations. You can search, filter, and compare results by person, role, or program to spot trends and improvement opportunities over time.

Accessing Performance Tracking #

Step 1: Use the Search Bar

1. Log in to your Insight7 account at insight7.io

2. At the top of your dashboard, use the search bar to find specific people or roles.

   • Example: Type “agent” or the person’s name

Step 2: Filter Your Results #

After searching, use filters to narrow down results:

• People: Focus on a specific individual or team

• Role: Compare performance across different roles

• Program: Filter by program or training type

• Date: View progress within a selected time range

Step 3: Review Performance Data #

Once filtered, you’ll see detailed results showing:

• Person/Role

• Average Score

• Number of Assessments

• Programs Evaluated

This helps you understand who’s improving, where performance is consistent, and which programs drive the most impact.

Tip: #

Use performance filters regularly to identify top performers, training gaps, and overall progress trends