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Strategy call outcomes widget
Strategy call outcomes widget

See sales outcomes at a glance and make easier strategy decisions by accessing key sales metrics

Updated over 3 weeks ago

The Strategy call outcomes pane inside the Analytics visualizes the distribution of Sale and No Sale results, as well as outcomes that are pending to be added, helping you to understand the effectiveness and success of your sales team at the same time.

With these insights will help you refine the approach, optimize conversion strategies, and ensure you're making the most out of each and every Strategy call.

Learn more about the importance of Strategy call outcomes here.

Before we dive into details about this widget, quick reminder about the top page filters that will affect the data you'll be able to see inside of the pane:

  • Date range filters on top of your dashboard and

  • to select data source from Global Data (all events) or from a specific Event


Strategy call outcomes stats

The bars graph in this section will provide you visual breakdown between Sale, No Sale and pending outcomes, presenting it in different color, since all three may appear inside the same bar. Here's the breakdown:

  • "Sale" outcomes in dark blue

  • "No Sale" outcomes in red

  • Pending outcomes, waiting for your Closers to add in AI Scheduler → Scheduled Calls → Past calls will be shown in light blue

Additionally, you will be able to select for which timeframe you'd like bars to show (day, week, month, quarter or year), which will help you to understand the patterns better.

Pro tips

The "Day" option will be removed when date range filter is set for more than 3 months, to avoid bars being cluttered.

This ensures a clearer, and more readable display for extended date ranges.

You will be able to hover over each section inside the bar and see following:

  • Dot in color according to the outcome status and the outcome status

  • Total number of outcomes according to the bar-part you're hovering over

  • Date or date range for the stats in the bar section you're hovering over

  • Percentage showing increase or decrease in total number of outcomes

    • compared to previous period that is defined according to the range selected from inside the pane (day, week, month, quarter or year)

    • increase will show in green, decrease in red


Quick access to filtered lead list

Sections inside of the bars are interactive, meaning that if you click on any of the sections, you will quickly access filtered lead list without leaving the Analytics page and doing the filtering yourself in the Global Data menu.

On top of that, you will be able to access additional options inside of this preview screen:

  • Adjusting columns inside the mini-Global Data window

  • Exporting the file according to the view set

  • Quick access to the Global Data → Calls section menu


Totals for the selected date range

This widget comes with additional horizontal bar at the bottom, with totals shown, according to the main page filters (date range and data source):

  • Total calls scheduled - according to the date range and data source selected

  • Number of "Sale" outcomes - out of total scheduled calls

  • Number of "No Sale" outcomes - out of total scheduled calls

  • Number of pending outcomes - out of total scheduled calls


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