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Insights Dashboard Overview
Insights Dashboard Overview

Explore the structure and functions of the Insights dashboard in this article

Yiting avatar
Written by Yiting
Updated over a week ago

Important note: The Insights Dashboard is currently in beta and available for most admins. If you are a newly added admin and would like to access it, please get in touch with your Customer Success Manager (CSM), or to have it enabled for your account.

This article provides a comprehensive description of the Insights Dashboard, covering its structure and functions in detail. If you are interested in exploring practical use-cases and understanding the definitions of all the metrics used, please refer to the article linked here. Overall, the Insights Dashboard is segmented into six sections, conveniently accessible through the left-hand side menu. These sections are: General, Team, Meeting Types, Playbooks & Battlecards, Meeting Starts & Sources, Process Adoption, and Meeting List.

🆕 The Insights dashboard is updated by default daily at 8 UCT (i.e no real-time update).

1. General

When you access the Insights Dashboard, you will be directed to the General section by default. This section offers a compact summary of meetings within your chosen timeframe, providing an overview of the activity during that period. Additionally, you will find two other components in this section: the navigation menu on the left-hand side and the filter on the top (as shown in the image below).

The navigation menu allows you to quickly switch between different subsections of the page. Moreover, the filter provides you with the flexibility to customise the displayed data based on specific options. The available options are:

  1. Time: You can use this filter to showcase data that is relevant only to a specific time frame.

    1. Yesterday: Filter to showcase data relevant to the previous day only.

    2. Last week: Filter to showcase data relevant to the previous week (Sunday to Saturday).

    3. Last 7 days: Filter to showcase data relevant to the previous seven days (counting backward from yesterday).

    4. Last 30 days: Filter to showcase data relevant to the previous 30 days (counting backward from yesterday).

    5. Last month: Filter to showcase data relevant to the previous month (from the first day to the last day of the month).

    6. Last 3 months: Filter to showcase data relevant to the previous three months (counting backward from yesterday).

    7. Last 12 months: Filter to showcase data relevant to the previous 12 months (counting backward from yesterday).

    8. Specific dates: Filter to customise the dates for which the data is displayed (e.g., quarterly periods).

  2. Groups: You can utilise this filter to display data that applies to specific groups within your Demodesk company account.

  3. Team Members: This filter assists you in viewing the data of an individual or multiple team members.

  4. Meeting Types: You can utilise this filter to display data that is relevant to specific or multiple sets of meeting types.

Pro Tip: After setting the filters, you have the option to bookmark them using the URL. This way, you can easily return to your preferred selection at any time quickly. Note that filters are automatically saved. This means that if you exit the insights page and return later, your selected filters will still be retained.

To access the definitions of the metrics displayed, simply hover over each word and click the "i" icon (as shown below), or you can also refer to this article here for detailed definitions.

2. Team

The following section is the Team Insights section, which holds significant importance in analysing and comparing metrics from various team members, facilitating team learning and growth. An essential aspect to consider is that the filter remains accessible as you navigate through the page, enabling you to customise specific insights based on desired timeframes, groups, team members, and meeting types, as previously described. To view different team members other than those shown at first, simply utilise the "Next Row" button, as illustrated below.

To access additional metrics in the table (i.e., more columns), use the slider show in the image below to navigate left and right within the table.

Pro Tip: By clicking on the respective column label, such as "Scheduled" in the above example, you can filter all tables in either descending or ascending order. This allows you to quickly observe the highest and lowest individuals for each metric and compare that to the average of all team members (via the average row) to quickly assess the performance of each individual.

3. Meeting Types, Playbooks & Battlecards

After the Teams Insights section, you will find the Meeting Types, Playbooks & Battlecards section. This segment provides a comprehensive overview of the most commonly utilised meeting types and playbooks. This section holds immense value in identifying the most frequently used meeting types, playbooks, and battlecards and, importantly, helps you pinpoint areas where team members may be losing time during specific meeting types.

The initial part of this section focuses on meeting type statistics. As you scroll down, you will come across the battlecard and playbook as illustrated below.

Pro Tip: To analyse meeting time accuracy, you can sort the data in descending order by clicking on the respective column, as demonstrated above. This allows you to identify meeting types with time accuracy greater than 100%, indicating significant time consumption by your team, potentially leading to financial losses.

4. Meeting Starts & Sources

After the Meeting Types, Playbooks & Battlecards section, you'll find the Meeting Starts & Sources section, as illustrated in the image below. This section displays the number of scheduled meetings per hour and the corresponding no-show rate at various times. Please note that the time axis (x-axis) is presented in Coordinated Universal Time (UTC). On the right side, the pie chart indicates the sources of these meetings, distinguishing between bookings made by hosts or participants, and it also reveals the number of instant meetings included.

By hovering over each graph, you can precisely determine the exact number of meetings either started (for the left graph) or related to the meeting source (for the right graph), as demonstrated below.

Pro Tip: Utilise the "No Show Rate by Hour of the Day" graph strategically to schedule meetings during periods with the lowest no-show rates. Conversely, avoid scheduling meetings during time periods where no shows are at their highest to ensure better attendance and performance.

5. Process Adoption

After the Meeting Starts & Sources section, you will find the Process Adoption section. Here, you can access statistics regarding the utilization of various features of Demodesk during meetings. These statistics include the percentage of meetings that were shadowed by another team member, the presence of interactivity in the virtual screen allowing participants to co-browse, and the number of meetings synchronised with CRM at the meeting's conclusion, among others.

As you scroll down, you will come across the sharing methods adopted during Demodesk meetings for each team member. Additionally, a graph will seamlessly present this information, as demonstrated below.

Pro Tip: The Process Adoption section allows you to evaluate whether all team members are employing similar team practices. By doing so, you can effectively assess which techniques are most suitable and beneficial for your company.

6. Meeting List

The final section of the Insights Dashboard is the Meeting List section, as shown in the image below. This section offers a comprehensive overview of all meetings scheduled within the chosen timeframe, including those held, no-shows, and cancelled meetings. Additionally, you have the option to export all the data from the top right corner of the table (.CSV, .XLSX, .JSON). The Meeting List data automatically adjusts based on the selected filters.

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