Salesloft's Analytics is a series of reports and dashboards that help sales teams track metrics, monitor trends, and gain insight into performance, engagement, and pipeline health.
Salesloft generates analytics by collecting data across the platform such as seller activities, engagement, process adherence, and outcomes. This data is then aggregated into various dashboards, panels, charts, and reports.
Teams can refer to Salesloft’s Analytics for insight to make data-driven decisions and enhance sales performance.
Sales leaders, managers, and operations teams can use Analytics to track performance metrics, identify trends and areas for improvement. Individual sellers can use Analytics to monitor and improve their personal progress.
In this article, you will learn about Salesloft Analytics, including:
Out of the box, Analytics are available to all users! By default, all users can see their own analytics.
An admin needs to be involved to set up users with roles that include the permissions and access levels within the Analytics feature. Specific permissions are required to view and interact with different types of data and reports, ensuring that sensitive information is only accessible to authorized personnel.
Additional permissions needed to see the data of other users as well as to enable additional functionality, include:
- View Team Analytics permission (default enabled for all user roles) will need to be enabled to see data for other users or groups other than your own.
- Filter by Teammates permission (default disabled for roles other than Admin) will need to be enabled to filter by a specific user from the user filters.
- Export Team Analytics permission (default disabled for roles other than Admin) will need to be enabled to request csv exports.
Users with a license that enables them access to Deals will be able to access the Deals Overview, Flow Chart, and Conversion Rate pages in the Pipeline Review section of Analytics.
Users with a license that enables them access to Conversations will be able to access the Tracker Trends page in the Team Productivity section of Analytics.
Access Salesloft Analytics by clicking on the Analytics tab in the navigation bar and use the drop down menu to select the Analytics page. feature via the “Analytics” menu in the main navigation bar of the Salesloft platform.
There are five pages of Analytics. Each Analytics page focuses on different areas, so you can glean all of the data pertaining to a specific area. All of the pages drill down into tabs that contain charts and panels relating to a specific data type.
While each Analytics page visualizes specific data, similar features are used in each page.
Let’s discuss the standard functionality you will find inside Salesloft Analytics pages.
Filters
Set the context of the report. Filters will carry over to other reports.
Default Filters
Analytics applies the following filters by default:
- Date: Last 7 Days
- In Pipeline Review, the default date filter is “This Fiscal Quarter”
- In Tracker Trends, the default date filter is “This Month”
- User/Group: The User/Group default filter will vary based on whether they have been added to a group and the Analytics permissions assigned to their role. The user/group defaults include the following:
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Role permissions:
- NO - View Team Analytics
- NO - Filter Team Analytics
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Role Permissions:
- YES - View Team Analytics
- NO - Filter Team Analytics
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Role Permissions:
- YES - View Team Analytics
- YES - Filter Team Analytics
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User is assigned to any group
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You
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All Users
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Users In Specific Group (with preselected hierarchy)
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User is NOT assigned to a group
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You
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All Users
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All Users
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Analytics pages may include additional filters that you can use by clicking on the “+ Add Filter” button.
Some pages include the View filter drop down. The View options provides different, saved variations of the page reports using different filters and report column management. When filters or columns are adjusted on a page, users can save the view. Once the View is saved you can access it from the “View” drop down. Check out the Create Custom Reports article for more information on creating custom reports that will save as new views.
The View filter is set to the Standard view by default when landing on most pages. Some reports contain other available views. For example the Accounts tab in Prospecting Results analytics contains the Standard view and the Email Sentiments by Accounts view.
Panels
Visual representation that shows high level aggregations. Each panel has:
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- one or more metrics
- period comparison
- a chart or graph based on the data
Reports
Tabular view of metrics that allows you to compare and analyze data pertaining to your team’s Salesloft usage. Each Analytics page shows a default set of metric columns. Columns can be added, removed, rearranged, exported, and saved as new views.
