Team Insights shows you how your team is performing across their conversations in Jiminny — how much activity they are generating, what they are saying in their calls, and where coaching will make the most difference. This article covers each section of Team Insights and how to filter down to the data you need.
Filtering to the data you need
Every section of Team Insights responds to the filters you set at the top of the page, so it is worth setting these first. You can filter by people, teams, time period, activity type, deal stage and deal value, and open Advanced filters for a narrower subset.
Common ways to use filters:
Look at a single activity type, such as discovery calls
Compare two teams, or two people on the same team
Compare one time period against another
Focus on a particular stage of your sales process
Look only at deals of a certain size
Note: Filters apply to the whole page, so the numbers in every tab reflect the subset you have selected.
Your dashboard
The Dashboard is your starting point — an overview of your team's performance across the period you have selected, including the number of calls, emails and talk ratios.
Reviewing activity levels in Conversations
Conversations shows detailed statistics across your team's video meetings, voice calls and SMS messages. It covers all of your connected voice and conferencing integrations as well as Jiminny Voice, so you have one source of truth for how much activity your team is generating.
For each person you can see how many customer meetings they scheduled, recorded and logged to the CRM, what their recorded time is made up of, and how much dialer and SMS activity they are generating.
For what each chart measures and how to read it, see Understanding the Conversations charts in Team Insights.
Checking adoption in Engagement
Engagement shows how actively your team is using Jiminny itself — not how they perform on calls, but whether they are engaging with the platform at all. This makes it the quickest way to spot users who are not getting value from Jiminny yet.
Playbacks is the chart to check first. It shows how many calls each person has listened back to across the period. Reps who review their own calls, and managers who review their team's, are the ones getting the most out of Jiminny — a flat Playbacks bar is usually the earliest sign of low adoption.
The other charts track further ways your team engages: Shares, Comments, and Playlist Contributions. Use them to see which parts of Jiminny your team has adopted and where there is room to build the habit.
Comparing reps in Statistics
Statistics are most useful in aggregate. Instead of looking at one call, you can see the patterns that repeat across your team — what your talk time looks like on discovery calls you win, or how many questions your strongest performers ask.
Use this to define what good looks like for your team, then find the people who are furthest from it. For the same metrics on an individual call, see Engagement Stats.
Seeing what is discussed in Topics
Topics shows what your team is talking about across the subset of conversations you have filtered to — which topics come up, when in the conversation they come up, how often they are mentioned and how long your team spends on them.
For a breakdown of how frequently specific topics are mentioned, go to Topics > Percentage.
If your topics are not set up yet, see Creating your own custom Themes and Topics. Your Client Success Manager can help you build these out.
Tracking scoring in Coaching
Coaching shows how your team's calls are being scored — where quality is strong and where coaching will make the most difference.
AI Call Scoring is the chart to check first. It shows how each person's calls score against your AI scorecards, so you can compare performance across the team and spot who would benefit most from coaching. For how scoring works, see AI Call Scoring.
Coaching Frameworks sits alongside it, covering scores from your framework-based scorecards.
Comparing won and lost deals
Deal Win vs. Loss shows the topics and phrases that come up in the deals you win compared with the ones you lose — for example, what happens to your closed-won rate when budget is raised at the start of a meeting rather than at the end.
Use it to identify the behaviours worth coaching across the team.
Finding the calls behind the numbers
Numbers on their own do not make a coaching session. Drilldown takes any set of statistics and shows you the specific calls producing them, so you can go straight to the conversation you want to review, share or coach on.
Exporting your data
You can download the data from the Conversations, Engagement and Coaching tabs to CSV if you want to work with it outside Jiminny.
Note: The export reflects the filters you have applied, so set your filters before you download.
FAQ
1. Why can I only see my own data?
Team Insights follows your visibility access. If you expect to see your team and do not, ask your Jiminny admin to check your access — see Visibility Access (Deals and Activity).
2. My Topics tab is empty — why?
Topics need to be set up for your organisation before they appear. See Creating your own custom Themes and Topics.
