The Conversational Intelligence Dashboard is a comprehensive and intuitive interface that provides real-time actionable insights and analytics into sales conversations. It enables the sales teams to track buyer interest, leverage AI- generated recommendations for the next best actions, identify coaching opportunities, and analyze call volume and duration. The dashboard also offers an integrated work"ow feature, allowing the sales teams to deep dive into specific accounts, deals, or reps for a deeper understanding of the data.

Additionally, high-value notifications and coaching opportunities are presented on a per-rep basis.

For Your Attention

The For Your Attention card offers a list of AI-generated suggestions tailored to enhance the performance of sales representatives. These suggestions help identify areas for improvement and offer coaching guidance to improve selling skills and achieve better outcomes.

This card highlights specific steps that can be taken to improve sales performance based on AI-driven insights. These actions are designed to help sales representatives effectively address key areas of opportunity, close gaps, and drive better results.

High-level Metrics

This section provides a categorized view of ongoing sales opportunities, making it easier to prioritize and manage deals based on their engagement status. The deals are divided into the following sections:

• Recently Engaged: This card displays deals that have been recently interacted with, allowing sales reps to stay updated on the latest developments and continue nurturing these opportunities.
• Yet to be Engaged: This card displays the deals have been identified but haven't received any significant attention or interaction. Sales reps can focus on initiating engagement with these leads to move them forward in the sales pipeline.
•  Not Engaged for a Long Time: This card displays the deals that have been stagnant for an extended period. These deals require attention to reignite interest and prevent them from slipping away.
• Needs Immediate Action: These deals are in critical status and require urgent action. Timely intervention is necessary to keep these opportunities alive and prevent them from being lost.

Deal Value vs Buyer Interest Score vs Total Time

In the Deal Value vs Buyer Interest Score vs Total Time section, you can analyze a bubble plot that illustrates key insights into the relationship between deal value, buyer interest, and the total time spent on a deal. The plot shows:

• High Deal Value vs. Low Deal Value: The size of the bubbles corresponds to the monetary value of the deal.
• Low Buyer Interest Score vs. High Buyer Interest Score: The position of the bubbles indicates how much interest the buyer has shown in the deal.
•  This visual representation helps in understanding which deals are worth focusing on based on their value and the buyer's engagement.

Overall Performance Metrics

In this section, you can monitor the overall performance of the sales team using key metrics:

•  NET SLA Adherence: This shows how well the team is meeting Service Level Agreements (SLA) or internal performance goals.
• % of Reps Above SLA: The percentage of sales representatives who are consistently performing above the set SLA targets.
• % of Reps Below SLA: The percentage of sales representatives who are underperforming and not meeting the required SLA targets.

You can also track performance trends using a line graph, which displays the sales metrics on a month-by-month basis, providing a visual trendline for easy comparison of performance over time.

The Recommended Improvements section offers actionable guidance to boost sales effectiveness. The suggestions are tailored to specific observations made in the overall performance metrics. The following categories are covered:

• Observation: Insightful feedback based on current performance,
  highlighting strengths and areas that need improvement.
• Incentives and Rewards: Suggestions on how to motivate the team through recognition, bonuses, or other rewards for achieving goals.
•  Training and Development: Recommendations for skill-building, including areas where additional coaching or professional development can enhance the team's performance.
• Set Expectations: Guidelines for setting clear, realistic goals to help sales reps stay focused and aligned with company objectives.

This section empowers managers to take actionable steps to improve sales performance through targeted improvements and goal setting.

Upcoming Meetings

The Upcoming Meetings section on the right-hand side lists all the scheduled upcoming meetings and lets you join the meeting from the dashboard.

The following filter criteria let you narrow down the search results and view sales conversational data for a particular user, team, or deal concerning a month, last quarter, or previous quarter. You can use the Save As New View to create a view with certain filter criteria that you frequently use.

Pre-Meeting Brief

For each meeting, you can view the pre-meeting brief. The Pre-Meeting Brief feature ensures you are always prepared for your meetings by providing a concise, data-driven summary tailored to your needs.

Meeting Objective

• Clearly defined goals for the meeting, whether it’s progressing a deal, addressing a client concern, or brainstorming solutions
• Align your strategy with the purpose to maximize meeting impact.

Conversational Starters

• Personalized icebreakers based on recent interactions, shared interests, or relevant industry topics.
• Build rapport with attendees by starting on a friendly and engaging note.

Introduction

• A brief overview of the attendees, including their roles, responsibilities, and relevance to the meeting.
• Key highlights of prior interactions or significant milestones achieved together.

Customer Pain Points

• A detailed summary of challenges the customer is currently facing, based on recent feedback, analytics, or ongoing projects.
• Equip yourself with insights to address their concerns proactively.

Suggested Discussion Topics

• Topics to steer the conversation effectively, aligned with the meeting objective and customer needs.
•  Includes questions to clarify requirements, explore solutions, or present new opportunities.

Capabilities and Benefits

• Tailored recommendations on how your product, service, or solution addresses the customer’s pain points.
• Highlight unique capabilities, key differentiators, and measurable benefits to reinforce value.

Next Steps

• A clear action plan to move the conversation forward, including deliverables, timelines, and responsible parties.
• Ensures accountability and keeps all stakeholders aligned.

Closing Guidance

• Suggestions for summarizing the meeting with a concise summary, restating commitments, and confirming follow-ups.
• End the meeting on a high note to leave a lasting impression.

DISC

The DISC Section provides deep insights into the customer participants, enabling you to tailor your approach and navigate the sales meeting with precision.

Customer Participants

• A detailed list of all attendees from the customer’s side.
• Includes names, titles, roles, and their specific involvement in the project or decision-making process.
• It helps identify key influencers and decision-makers in the room.

Organizational Chart

• A visual representation of the customer’s internal hierarchy, showing reporting lines and team structures
• Quickly understand how participants relate to each other, enabling targeted communication strategies.
• Identify strategic entry points and stakeholders with which to engage effectively.

Last Interaction

• A summary of the most recent interactions with each participant, such as past meetings, emails, or calls.
• Includes notes on prior discussions, outcomes, and any commitments made.
• Provides context to build continuity and maintain rapport.

Personality Traits

• A DISC-based analysis of the personality profiles of the attendees.
• Gain insights into their communication preferences, decision-making styles, and behavioral tendencies.
• Suggestions for approaching each participant:
  • Dominant (D): Focus on results and key outcomes; avoid unnecessary details.
  • Influential(I): Highlight the big picture; keep the conversation engaging and personable.
  • Steady(S): Show empathy, emphasize collaboration; avoid rushing decisions.
  • Conscientious(C): Provide detailed data and logical reasoning; respect their need for accuracy.

History

The History Section provides a comprehensive overview of recent interactions with the customer, enabling you to analyze communication trends and prepare for upcoming discussions.

Email Summary

• A consolidated view of all email exchanges with the customer from the last 15 days.
• Highlights key threads, subject lines, and participants involved in each conversation.
• Identifies critical email responses and any pending follow-ups.

Call Summary

• A detailed log of calls made with the customer over the past 15 days.
• Includes call dates, durations, participants, and discussion highlights.

Positive Moments

• Extracts instances from calls where the tone, language, or feedback was optimistic and aligned with meeting objectives.
• Examples include signs of interest, agreement on action items, or enthusiasm for solutions.
• Provides insights into what resonated with the customer to replicate success.

Objection Moments

• Highlights moments where the customer raised concerns, hesitations, or objections during calls.
• Provides context for the objections, such as pricing concerns, product fit, or service expectations.
• Suggests potential approaches to address these challenges in the upcoming meeting.

Booked Section

On the right side of the screen, there is a Booked section that provides a snapshot of key metrics related to the sales performance for the current quarter. Here’s what you can view:

• Percentage of Deals Booked: Displays the percentage of the total target achieved through booked deals, giving an immediate understanding of how close the team is to meeting their goals.
• Gap to Quota: This shows the difference between the current bookings and the set quota, highlighting how much more needs to be done to reach the target.
• Gap to Commit: Indicates the shortfall between the committed deals and the actual bookings, helping to assess the reliability of the forecasts.
• Days Left to the End of Quarter: Provides a countdown of the remaining days to the end of the current quarter, offering a sense of urgency and a time frame within which the targets must be achieved.

This section helps sales teams and managers quickly assess progress toward their goals and understand what actions need to be taken to meet or exceed their targets before the quarter ends.