Coaching & AI Insights Dashboard

Updated October 10, 2025

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Key Metrics
1. Filters
2. Overview
3. Scorecards
4. Team Member

🌟 The Insights dashboard is updated by default daily at 8 UCT (i.e no real-time update).

Key Metrics

The main dashboard offers a summary of essential metrics, providing a clear snapshot of overall team performance. These metrics include:

Average Score: The average performance score across all team members (based on scorecard question values).
Total Recordings: Number of meetings recorded.
Recordings with Feedback: Number of recordings that received feedback.
Talk Ratio: Percentage of time the team spends talking versus listening.
Question Rate: The frequency of questions asked during meetings.
Engagement Score: A measure of how engaging the team’s meetings are.
Auto CRM sync requested: Percentage of meetings where a CRM sync was triggered automatically or manually.
Auto CRM sync accepted: Percentage of meetings where the CRM sync was successfully accepted out of all syncs requested.

🌟 If you want to learn more about these metrics, check out our guide on how to use Conversation Metrics in Sales.

The Filters section in the Coaching & AI Insights dashboard enables you to customize the data view to meet specific needs. This functionality allows for precise data analysis by enabling the following filters:

Date: You can use this filter to showcase data that is relevant only to a specific time frame.
1. Yesterday: Filter to showcase data relevant to the previous day only.
2. This week: Filter to showcase data relevant to the current week
3. Last week: Filter to showcase data relevant to the previous week (Sunday to Saturday).
4. Last 7 days: Filter to showcase data relevant to the previous seven days (counting backward from yesterday).
5. Last 30 days: Filter to showcase data relevant to the previous 30 days (counting backward from yesterday).
6. This month: Filter to showcase data relevant to the current month
7. Last month: Filter to showcase data relevant to the previous month (from the first day to the last day of the month).
8. Last 3 months: Filter to showcase data relevant to the previous three months (counting backward from yesterday).
9. Last 12 months: Filter to showcase data relevant to the previous 12 months (counting backward from yesterday).
10. Specific dates: Filter to customise the dates for which the data is displayed (e.g., quarterly periods).
Groups: You can utilise this filter to display data that applies to specific groups within your Demodesk company account (this will show all meetings by members of a specific group, regardless if the meeting used a meeting type that is bound to that group or not).
Team Members: This filter assists you in viewing the data of an individual or multiple team members.
Scorecard: Choose from various scorecards to analyse specific feedback and performance metrics.
AI Meeting Category: Select specific AI categories of meetings.
Meeting Audience: Filter meetings based on the type of audience involved (Internal, External, or Others).

⚡Pro Tip: After setting the filters, you have the option to bookmark them using the URL. This way, you can easily return to your preferred selection at any time quickly. Note that filters are automatically saved. This means that if you exit the insights page and return later, your selected filters will still be retained.

⚡️ Pro-Tip: Hover your cursor over the percentage change next to the average score to see the previous week's score. This feature provides quick historical context, helping you easily track performance improvements or declines over time.

How This Helps in Sales Coaching:

Identifying Strengths and Weaknesses: By analyzing metrics like engagement scores and talk ratios, coaches can pinpoint areas where a sales representative excels or needs improvement.
Tailored Feedback and Training: With specific data points, coaching can be personalized based on actual performance rather than general perceptions. For example, if someone has a high talk ratio, they might benefit from training on listening skills.
Monitoring Progress Over Time: Tracking these metrics over multiple meetings can show trends in performance, indicating whether the representative is improving in response to coaching.
Encouraging Self-Reflection: By reviewing their own metrics, sales representatives can self-identify areas for improvement and take initiative in their development.
Fostering a Culture of Feedback: Displaying who has provided feedback and how often encourages a team culture where feedback is regularly given and received.

Leaderboard

A leaderboard feature ranks team members based on various performance metrics. This includes feedback scores, talk ratio, talking speed, question rate, engagement score, and details such as the longest monologue and customer story for each member.

Additionally you can track the recording quote and how often the auto CRM sync was requested (based on total recordings) and accepted (includes auto accept).

Highest/Lowest rated calls

Highest Rated Calls – Great examples to share with your team. These are calls with an average score of 3 or higher.
Lowest Rated Calls – Quick coaching opportunities. These are calls with an average score below 3.

⚡️ Pro-Tip: Click on any value in the Leaderboard to jump to the Team Members dashboard for this user, to find a detailed view of all of their statistics!