Sales Reps (Dedicated Page)
The Sales Reps page (/rep-dashboard) is the command center for tracking your sales reps' performance. It offers a complete view of individual and team results, with 7 specialized tabs.
Rep Selector
At the top of the page, a dropdown lets you choose a specific rep or view the entire team's data. The content of each tab automatically adapts to the selected rep.
Connect Your Calendar
If a setup banner appears at the top, follow the instructions to connect the rep's calendar (Google Calendar or Outlook). This is necessary for automatic call and appointment tracking.
The 7 Tabs
1. Team (Director Only)
This tab is visible only to sales directors. It presents:
| Section | Description |
|---|---|
| End-of-day summary (EOD) | Day's meetings, AI-analyzed calls, per-rep summary, recommendations |
| Team KPIs | 5 key overall performance indicators |
| Automatic alerts | Notifications about situations needing attention |
| Per-rep cards | Individual card with KPIs and color coding (green = on target, orange = attention, red = below objectives) |
| Inactive reps | List of reps without recent activity |
2. Missions
The Missions tab displays tasks and opportunities assigned to the selected rep. Each mission shows its status, priority, and deadline.
3. Performance
Detailed conversion metrics per rep:
- Close rate: percentage of opportunities converted to sales
- Show rate: percentage of appointments honored
- Revenue trends: sales evolution over time with charts
4. Leaderboard
Ranking of all reps by multiple criteria:
| Criterion | Description |
|---|---|
| Revenue | Total sales generated |
| Appointments | Number of bookings obtained |
| Close rate | Conversion percentage |
The leaderboard encourages healthy competition within the team. Rankings are updated in real time.
5. Coaching
AI analyzes recorded calls and each rep's results to generate personalized coaching:
- Coaching notes: strengths and areas for improvement automatically identified
- Feedback zones: specific skills to develop (active listening, objection handling, closing, etc.)
- Development tracking: progress over time, score evolution by skill
- Concrete recommendations: specific actions suggested by AI based on recent call patterns
6. Calendar
Visual view of scheduled appointments with status indicators (confirmed, completed, no-show). Integrated with Google Calendar or Outlook for automatic sync.
7. Call History
Chronological list of all recorded and analyzed calls. Each entry includes the AI-generated summary, sentiment score, and coaching tips.