Team Performance Dashboard

All right, everybody, welcome back for another deep dive.

Today, we're going deep on Revox.

And specifically, looking at team performance,

and we found this really interesting team performance dashboard.

Okay.

It's part of this platform called Click to CRM.

Have you seen this?

I have, yeah.

Yeah, it's really interesting stuff, and I think-

I mean, the name dashboard just doesn't-

It's not very sexy.

It just doesn't.

But it's fascinating what they pull out in this.

Yeah.

So let's dig in.

Okay, so imagine a sales team, right?

They are constantly hitting these roadblocks.

Yeah.

Deals are stalling.

They're missing their revenue targets.

They just can't figure out why.

Right, familiar story.

Yeah, and this dashboard gives them the power to pinpoint the bottlenecks, right,

with surgical precision.

Okay, so we're not talking about guesswork.

We're not talking about gut feeling.

Wait, I'm not-

We're talking about data.

This is like hard numbers.

Exactly, yeah.

Data-driven insight.

Data-driven insight.

Yeah.

Okay.

Yeah.

Sold.

So where do we even start?

What kind of data, what kind of information are we looking at here?

So let's start with a metric called opportunity win rate.

Okay.

And you can think of this as like the team's batting average.

Okay.

Right?

Yeah.

So a low win rate could indicate a problem with their sales pitch,

maybe their lead qualification.

Maybe even the overall market fit for their product, you know?

So it's like a health check for your entire sales process.

Okay, but that's the whole thing.

What about individual performance?

Yeah, absolutely.

So metrics like revenue by AE and average deal size by AE

allow you to kind of compare individual reps side by side.

Okay.

You can quickly identify your top performers, you know,

the ones who are, you know, maybe crushing it.

And then the ones who might need a little bit of extra help,

a little extra coaching.

It's giving me flashbacks to my little league coaching days.

You know, you could always spot the all-stars,

but sometimes you need to work with the player on their swing,

give them a little extra encouragement.

It's a great analogy, right?

And just like coaching, you know,

understanding individual strengths and weaknesses.

It's essential for building a high-performing sales team.

But remember, it's not just about who's closing deals, right?

It's about how efficiently that entire team is going to be able to do that.

Right.

That's where average sales cycle by AE comes in.

Okay.

So if a rep has a really long sales cycle,

it might mean they're getting stuck somewhere.

Yeah, exactly.

Like maybe they're not following up with leads quick enough

or they're not good at overcoming objections or something like that.

Precisely.

This metric can uncover kind of like hidden inefficiencies in the sales process, right?

So you can streamline operations and shorten the time it takes to actually close deals.

Yeah.

And it reminds me of this time I was trying to optimize an online checkout process, right?

And people were abandoning their carts at this alarming rate.

And I was pulling my hair out, but once we actually looked at the data, it turned out

there was just this one really confusing step in the process.

And so we made this really simple tweak and boom, sales just skyrocketed.

It's amazing.

That's what little visibility can do, right?

And this dashboard, right, it takes it a step further, right?

So you have metrics like opportunities, ages, opportunities, revenue in each stage,

deal count by AE.

These provide a really like granular view of the entire sales pipeline.

Okay.

So you can see exactly where deals are progressing, where they're stalling,

where they're dropping off.

So we're talking about real time insights that can help you actually make decisions.

Absolutely.

Not based on your gut, but based on data.

Data.

Yeah.

Okay.

Exactly.

I love it.

Yeah.

So is there anything else?

And this is already, I'm kind of blown away by how much insult you can get.

Yeah.

And one of the, I think, most crucial aspects is opportunity deviation.

Opportunity deviation.

Yeah.

So this helps you spot red flags early on.

Okay.

Right?

For example, if a deal is projected to close at a certain value, but then it starts deviating

significantly, right?

Right.

That could be a problem.

That could indicate a problem with the deal itself, or maybe a misalignment in your forecasting.

Right?

That's gold.

Right.

Yeah.

Because if you can catch those red flags early.

Yeah, exactly.

It means that you can actually course correct.

Absolutely.

Before it becomes this major issue.

It's all about, it's about being proactive instead of reactive.

I love it.

Right.

Okay.

Yeah.

And, and what's, what's great about this particular platform is, is that it really

emphasizes user friendliness.

Okay.

Right.

So even if you're not, you know, a data scientist.

You can still easily interpret these metrics and then turn them into actionable strategies.

Because what good is data if it's just sitting there?

Exactly.

Right.

It's got to be accessible.

It's about empowering teams to actually make decisions and get better outcomes.

Precisely.

And you know, this deep dive focused on, on this one specific platform.

Right.

But, but honestly, these principles are universal, right?

I mean, whether you're a seasoned sales leader or you're just starting out.

Right.

Yeah.

Yeah.

If you're starting to build a team, understanding your key performance indicators, it's, it's

essential.

So for anyone listening, right, start thinking about what metrics matter most in your context.

Yes.

Yeah.

How can you get better visibility into those numbers?

Yeah.

Because in the world of RevOps, knowledge truly is power.

It really is.

Okay.

Yeah.

So this, this whole thing with this dashboard, it really got me thinking.

I mean, they put so much emphasis on a clean and a user-friendly interface, like how can we make

data less intimidating and more accessible to everyone on the team?

Because I feel like when everyone understands the data, everyone can contribute to, you know,

driving those winning outcomes.

Yeah, for sure.

So that's something I'm going to be thinking about and hopefully all of you will too.