The Sales Analytics Dashboard helps you analyze sales call performance, track key metrics, and identify opportunities to improve conversion rates. This guide shows you how to access and navigate the dashboard.

Accessing the Sales Analytics Dashboard #

Step 1: Navigate to Create Dashboards #

1. Login to your Insight7 account at https://insight7.io
2. Click on Analyze in the main navigation
3. Select Create Dashboards

Step 2: Select Sales Analytics #

1. You’ll see different dashboard types available
2. Click on Sales Analytics Dashboard
3. The system will begin evaluating your sales calls
4. Wait for processing to complete

Understanding Your Sales Analytics Results #

Performance Summary #

At the top of the dashboard, you’ll see key metrics:

Performance Score (%)

• Overall sales effectiveness rating
• Aggregate measure of call quality and technique
• Benchmark for team and individual performance

Average Questions Asked

• Number of discovery or qualifying questions per call
• Indicator of engagement and information gathering
• Typical display: numeric value (e.g., 0, 5, 12)

Talk Ratio

• Percentage of time the sales rep is speaking vs. listening
• Helps identify if reps are talking too much or too little
• Typical display: percentage (e.g., 1.0%, 35%, 65%)

No. of Calls

• Total number of calls analyzed in this view
• Shows the data volume behind the metrics

Scorecard Insights #

The scorecard section provides visual analytics across multiple dimensions:

Stage Effectiveness Comparison #

What it shows:

• Performance breakdown by sales stage (discovery, demo, negotiation, closing)
• Comparative effectiveness across different conversation phases
• Visual representation of where reps excel or struggle

Use this to:

• Identify which sales stages need improvement
• Understand where deals typically progress or stall
• Focus coaching on specific funnel stages
• Replicate successful stage behaviors

Question Quality Impact (All Speakers) #

What it shows:

• Analysis of question effectiveness across all sales reps
• Quality ratings for different question types
• Impact of questioning techniques on outcomes

Use this to:

• Evaluate discovery and qualification effectiveness
• Compare question quality across the team
• Identify top-performing questioning approaches
• Coach reps on better question framing

Question Counts by Type #

What it shows:

• Breakdown of questions asked by category
• Distribution of open-ended vs. closed questions
• Frequency of qualifying, probing, or confirming questions

Use this to:

• Assess if reps are asking the right types of questions
• Balance discovery approaches
• Ensure comprehensive qualification
• Track adherence to sales methodology

Performance Breakdown Table #

A detailed table showing individual and aggregate performance:

Table Columns: #

Speaker

• Name of the sales rep or agent
• Individual performer identification

Performance Score

• Individual sales effectiveness rating
• Allows comparison across team members

No. of Calls

• Number of calls analyzed for each rep
• Context for score reliability

Avg Effectiveness

• Average effectiveness rating across all their calls
• Consistency indicator

Question Score

• Quality rating of questions asked
• Reflects discovery and qualification skill

Total Questions

• Total number of questions asked by the rep
• Engagement and curiosity indicator

Talk Ratio

• Individual rep’s speaking vs. listening balance
• Helps identify if they’re dominating conversations

Best Stage

• Sales stage where the rep performs strongest
• Highlights individual strengths

Needs Improvement

• Sales stage or skill requiring development
• Focuses coaching priorities

Charts and Visualizations #

The dashboard includes visual representations of:

Performance Trends

• Line or bar charts showing performance over time
• Visual patterns in sales effectiveness
• Easy identification of improvements or declines

Comparative Analytics

• Rep-to-rep comparisons
• Team benchmarks and outliers
• Performance distribution across the team

Question Analysis

• Visual breakdown of question types and frequency
• Quality vs. quantity representations
• Impact correlation charts

Recommendations Section #

What it provides:

• AI-generated suggestions for improvement
• Specific, actionable coaching recommendations
• Personalized feedback based on performance data

Common recommendations include:

• Adjusting talk-to-listen ratios
• Improving question quality in specific stages
• Focusing on underperforming sales phases
• Replicating successful behaviors from top performers

Using the Sales Analytics Dashboard Effectively #

For Sales Managers #

Weekly Performance Reviews

1. Review Performance Summary for team health check
2. Identify reps with lowest Performance Scores
3. Check Needs Improvement column for coaching priorities
4. Use Recommendations to guide one-on-ones

Pipeline Health Analysis

• Review Stage Effectiveness to find funnel bottlenecks
• Address stages with consistently low effectiveness
• Optimize sales process based on data

Coaching Prioritization

• Focus on reps with low Question Scores
• Address talk ratio imbalances (too high or too low)
• Use Best Stage insights to peer-mentor

For Sales Enablement Teams #

Training Design

• Identify common weaknesses in Needs Improvement
• Build training around low-performing stages
• Use Question Quality Impact data to teach discovery

Measure Training ROI

• Track Performance Scores before and after training
• Monitor improvements in specific stages
• Validate that question quality increases

Create Best Practice Playbooks

• Identify top performers in Best Stage column
• Document behaviors from high Question Score reps
• Share successful talk ratio approaches

For Sales Reps #

Self-Assessment

• Review your individual Performance Breakdown row
• Compare your metrics to team averages
• Focus improvement on your Needs Improvement stage

Question Development

• Track your Total Questions and Question Score
• Aim to improve question quality, not just quantity
• Study Question Counts by Type for balance

Talk Ratio Optimization

• Monitor your speaking vs. listening balance
• Adjust based on recommendations
• Typically aim for 40-60% talk ratio (listen more)

Dashboard Best Practices #

Regular Monitoring

• Review weekly for active coaching
• Monthly for performance trends
• Quarterly for strategic adjustments

Benchmark and Compare

• Set team performance score targets
• Identify and study top performers
• Use Best Stage data to facilitate peer learning

Act on Recommendations

• Implement suggested improvements immediately
• Track changes in metrics after interventions
• Validate that recommendations drive results

Combine with Other Insights

• Cross-reference with individual call breakdowns
• Use with Performance Evaluation Dashboard for holistic view
• Pair with journey maps to understand buyer experience

Focus on Leading Indicators

• Question quality predicts future performance
• Talk ratio correlates with engagement
• Stage effectiveness reveals pipeline health