The conversations you and your team have with customers convert into data. This data can help you determine your customers’ needs and  your team’s necessary actions in progressing towards a deal. While this is helpful for individual sales, you risk getting caught reacting to one deal at a time. To develop scaled-strategy based on your conversations, you need the full picture, i.e. data across multiple conversations.

The Tracker Trends Over Time report brings your team’s Tracker data into a visual report where you can identify trends that occur over time. 

To access the Tracker Trends report, click on Team Productivity in the Analytics drop down and then select the Tracker Trends tab.

In this article, you will learn about Tracker Trends, including:

• Key Components of Tracker Trends
• Additional Resources

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Key Components of Tracker Trends 

Let’s walk through the components that make up Tracker Trends.

Trends Over Time By Number of Conversations

The Trends Over Time By Number of Conversations line chart shows overall trends happening across conversations.

By default, the Tracker Trends report page shows trends that occurred within the Last Month, ex. January 1st - January 31st. 

From the default view, each Tracker used during the given time period will appear on the bottom (y-axis) of the chart. On the left side of the chart (y-axis), you will see increasing number increments.

From the image below, you can see an uptick in the usage of Partners towards the end of the month. This may be an opportunity to check on partner integration adoption and usage. 

Click the three dots in the upper right corner of this chart to download a JPEG, PDF or CSV of the chart.

Figure 1: Example: Trend Over Time by Number of Conversations panel

 

Terms Ranking In 

The Terms Ranking In chart shows which words in a Tracker Group are most frequently used. 

To populate data on this chart, click the drop down arrow and select a Tracker Group. 

From the image below, you can see an increase in the usage of phrases like “Follow up”, “Ping”, and “Next steps”. This may be an opportunity to check out the outcomes of particular conversations.

Figure 2: Example: Terms Ranking In panel

Conversations with Mentions

The Conversations with Mentions chart shows conversations that occurred within a given timeframe and the Trackers mentioned during those calls. This chart allows you to track data back to a particular owner and communicate areas of opportunity.

 Here’s a look at the Conversations with Mentions chart:

Figure 3: Conversations With Mentions panel

The Conversations with Mentions chart includes the following data:

1. Conversations with Mentions Chart Analytics: Shows trends in Tracker usage, i.e. an increase/decrease in usage of a particular Tracker
2. Conversation Mentions Table: Lists the Trackers used during your team's conversation based on the Tracker Trends report filters, including:
   • Conversation Title: Title of the conversations based on the meeting invite
     
   • Owner: Name of person who scheduled and owns the meeting
     
   • Date: Date that the conversation took place
     
   • Mentions: Number of trackers mentioned
     
   • Tracker Terms: Number of Trackers mentioned within a particular Tracker Group, ex. Two Trackers from the Reach Back Out Tracker Group were mentioned
3. Search: Allows you to search for a specific conversation by the recording title
   
4. Download CSV: Allows you to download a CSV file of this table

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Additional Resources

To learn more about Tracker Trends, check out:

Metrics Glossary
Create Custom Reports
Filter Salesloft Page Views