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All about Coaching Plus Insights
All about Coaching Plus Insights

Monitor your team's performance and establish a growth-minded culture

Marcel Seibold avatar
Written by Marcel Seibold
Updated over a week ago

The Coaching Plus Insights allows you to monitor the performance of your team and ensure they spend the required time on coaching to improve continuously for maximum impact.

Please note that this is part of Coaching Plus.
Contact your account manager for more details.


Core Metrics

This dashboard gives you a quick glance at how well-established coaching is in your organization.

  • Recordings: The number of recordings in that timeframe. This includes all recordings, also short and no-show ones.

  • Recordings viewed: The percentage of recordings that were viewed at least once.

  • Recodings with comments: The percentage of recordings that have received at least once comment.

  • Recodings with feedbacks: The percentage of recordings that have received at least one feedback.

  • Feedback avg. score: The average feedback score for a teammate

  • Teammates who received feedback or comments: The percentage of teammates who have a recording in the timeframe and who received at least one feedback or comment.

Meeting Insights

They are designed to provide a comprehensive overview of sales team members' meeting performance based on various metrics. This is only shown for meetings with a recording:

  1. Teammates: Lists the sales representatives.

  2. Recordings: Number of meetings recorded for each rep.

  3. Avg. Engagement score: Reflects the sales representative's average level of engagement throughout their meetings. Higher scores indicate effective engagement, an essential component for successful sales discussions. The score is based on the frequency of conversation changes within each 5-minute call segment. Each switch in conversation counts as 1 point. For instance:

    In the first 5 minutes: 4 switches.
    From 5 to 10 minutes: 2 switches.
    Thus, the engagement score is the call's average number of switches, which, in this example, is (4+2)/2 = 3. Note that the maximum score possible is capped at 10.

  4. Feedback received: Number of feedbacks given.

  5. Feedback by: Lists who provided feedback and how many times.

  6. Avg. Feedback score: Average score from received feedback.

  7. Avg. Talk ratio: Expressed in a percentage, this metric shows how much the sales representative talks during meetings. Ideal talk ratios can vary, but generally, a balanced approach (neither too high nor too low) is considered effective for engaging clients and understanding their needs.

  8. Avg. Words per minute (wpm): Indicates how fast the representative speaks during meetings. Speaking too quickly can be overwhelming for clients, while too slowly may signal disinterest or lack of confidence.

How This Helps in Sales Coaching:

  • Identifying Strengths and Weaknesses: By analyzing metrics like engagement scores and talk ratios, coaches can pinpoint areas where a sales representative excels or needs improvement.

  • Tailored Feedback and Training: With specific data points, coaching can be personalized based on actual performance rather than general perceptions. For example, if someone has a high talk ratio, they might benefit from training on listening skills.

  • Monitoring Progress Over Time: Tracking these metrics over multiple meetings can show trends in performance, indicating whether the representative is improving in response to coaching.

  • Encouraging Self-Reflection: By reviewing their own metrics, sales representatives can self-identify areas for improvement and take initiative in their development.

  • Fostering a Culture of Feedback: Displaying who has provided feedback and how often encourages a team culture where feedback is regularly given and received.

Feedback and scorecards


The recorded feedback provides a complete view of all the evaluations from your team's meetings. This tool helps you grasp who got feedback, who gave it, and any additional comments that were included. By integrating recording feedback into your one-on-one sales coaching sessions, you empower your team members with specific, actionable insights, paving the way for enhanced sales performance and personal growth.

  1. Recording created at: Shows when feedback was recorded, aiding in tracking improvements.

  2. Meeting title: Provides context by listing the meeting topics.

  3. To: Indicates which sales rep received feedback, useful for individual tracking.

  4. Score: The performance rating.

  5. From: Identifies the feedback provider, adding perspective..

  6. Scorecard name: Clarifying the feedback focus.

  7. Feedback: Overall feedback on the meeting.

  1. Username: Lists team members involved in giving feedback.

  2. Feedback given: Shows the number of feedback instances each user provides, indicating their involvement in coaching others.

  3. Avg. Feedback score is given: Reflects the average score the user gives, offering insight into their feedback's perceived helpfulness or quality.

  4. Feedback is given to: Lists the recipients of the feedback and the number of times they received it, highlighting the interaction patterns and who is receiving attention for development.

  5. Comments given: Indicates how many additional comments the user has made, pointing to their level of engagement in the feedback process.

  6. Comments given to: Identifies the recipients of these comments, further detailing the user's coaching interactions.

Feedback development

Observe the evolution of the feedback score across a timeline. This displays the average score for any selected team members. Should you wish to focus on a specific teammate, apply the teammates filter, and their individual scores will be highlighted on the graph. The goal here is to identify a positive trajectory within your team. It's crucial to ensure your representatives receive ample feedback, enabling them to refine their skills and performance.


Dive deep into the compilation of feedback comments. By examining who is commenting on which recordings and understanding the essence of their remarks, you gain a richer perspective on team interactions. Feedback comments are invaluable for sales coaching as they provide nuanced insights that numbers alone cannot convey. Through these comments, you can pinpoint specific behaviors, strategies, or techniques that resonate well or need refinement. Furthermore, such direct feedback can be a catalyst for constructive discussions, enabling representatives to grasp areas of excellence or avenues for growth. Remember, while scores give a quantitative measure, comments shed light on the qualitative aspects of a sales interaction, making them an essential tool in the coaching toolkit.

Recording list

Explore a comprehensive list of your recording data. Not only can you delve into the details, but you also have the flexibility to export the information for further analysis or sharing. This extensive database is pivotal for tracking progress, identifying trends, and making informed decisions in sales coaching. Having accessible and organized data at your fingertips empowers you to be proactive and strategic in your coaching endeavors.

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