Leaderboard
The Team Performance dashboard opens to a leaderboard ranking all your reps by average coaching score over the selected time period. The leaderboard gives you an immediate read on where each rep stands relative to the rest of the team. Use the leaderboard to:- Identify top performers — Reps consistently at the top are candidates for peer coaching programs or call libraries
- Surface coaching priorities — Reps near the bottom warrant a closer look at their recent calls and a scheduled 1:1
Rep-level breakdown
Click any rep’s name in the leaderboard to open their individual performance profile. The breakdown includes:
The coaching score trend line is especially useful — a rep with a lower absolute score who is consistently improving may need less immediate attention than a rep with a higher score who has been declining over the past several weeks.
Group comparison
If your team is organized into groups — such as geographic regions, market segments, or product lines — use the Group Comparison view to see side-by-side performance metrics for each group. Group comparison helps you answer questions like:- Is one region significantly outperforming another on coaching scores?
- Are talk ratio patterns different across segments?
- Is a specific training or playbook change showing up in the numbers for one group but not others?
Coaching sessions
To act on what you see in the data, you can schedule coaching sessions directly from the Team Performance dashboard.- Click a rep’s name to open their profile
- Select Schedule Coaching to book a 1:1
- Attach specific call recordings to the session so you have concrete examples to review together
- Add session notes after the meeting — these are saved to the rep’s profile for future reference
Trends over time
The Trends tab shows how your team’s key metrics have shifted week over week and month over month. You can track:- Average coaching score — Is overall playbook adherence improving after a training push?
- Call volume — Are reps making more or fewer calls than the previous period?
- Average talk ratio — Is the team moving toward a healthier balance of rep versus prospect talk time?

