Team Dashboard Overview
The team dashboard provides key metrics for monitoring teams, users, top performers, revenue, and win rate within the trumpet account.
The dashboard includes filters for time periods, online status, and team selection.
It also displays metrics that include pod data, performance (win rate and revenue), stakeholders, top performers, top templates, top pods, and company account statistics.
Watch the video to find out more or follow our step-by-step guide below:
Accessing the Team Dashboard
You must be an account admin to access the team dashboard.
From the home page, you can click the Team Dashboard button which brings up the dashboard.
Sections on the Team Dashboard
Pods Data:
Number of pods created and their total value.
Performance:
Win rate in the past month and total revenue from pods.
Stakeholders:
Number of people involved in deals and uncovered stakeholders.
Top Performers:
Filter by revenue and viewers' time in pods.
Top Templates:
View templates' performance based on win rate and engagement score.
Top Pods:
Identify top-performing pods, associated reps, and views.
Company Account Section
Details about the users within your company's account, including pods created, win rate, revenue, and viewer's time spent in Pods.
Using the Team Dashboard
Allows you to gain insights into team performance, identify areas for improvement, and analyze top pods and performers.
It helps to understand user engagement with pods and templates to enhance team adoption and success whilst providing a comprehensive overview of the activities within the trumpet account.