With the Dashboard, you can view all objective metrics from multiple meetings in one place, making it easy to identify trends, monitor improvements, and adjust your strategies as needed.
What can you review in the Metrics dashboard
The Dashboard consolidates key metrics from every analysed meeting, offering a comprehensive view of performance over time. Here are the metrics you can track:
How to access the Dashboard
Access the Dashboard
To access the Dashboard, navigate to the main menu and click on "Metrics > My metrics". Here, you’ll see an overview of all the meetings you had, with key metrics presented in a clear and concise format.Note: The dashboard displays all your meetings over time with all clients. At this stage, it does not allow you to track progress over time with a specific client.
Review Metrics
Each metric is displayed alongside the meetings it was recorded in, allowing you to easily compare performance. Hover over the dots to check metrics from a specific meeting to dive deeper.
Share the Dashboard
You can share your progress across time with your team members.
Note: Only your team members can be added as Dashboard observers.
Note: sharing your dashboard does not share your meetings with an observer, and sharing a meetings with an observer does not share your dashboard.