At the top of the Deals Analytics Overview, the Two Sentence Summary Tile provides an intro summary that lets you know where your sales projections are for a given time period. Specifically, this tile says whether you are on target to hit your quota for a given goal period.

 

At a quick glance, the Two Sentence Summary Tile will help reps and managers understand:

• How is the rep performing?
• Are they above or below their goal?
• What can they do to get back on track?

 

In this article, you will learn about the information provided within the Tile, including:

• Inside the Two Sentence Summary Tile
• Two Sentence Summary Tile Metrics
• Two Sentence Summary Tile Variations

 

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Inside the Two Sentence Summary Tile

In the Two Sentence Summary, Salesloft projects how much you are expected to close in a given goal period.

 

The projection, as well as any recommendations, are based on both personal and group average win rate and deal size.

You can hover over the tooltip to view the values along with an explanation of how Saleslofts calculates these values.

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Two Sentence Summary Tile Metrics

Let's walk through each piece of the Two Sentence Summary Tile and what it means:

Object	Definition
Tile Name	Two-Sentence Summary
Bold Numbers	Goals, percentages, dollar amounts, and time periods
Hover state	When a user hovers over the tooltip, it explains how the value is calculated.
First Sentence - Projection	Salesloft projects what a rep is expected to close in a given goal period. The projection, as well as any recommendations, are based on both a user's personal and group average win rate and deal size.
Second Sentence - Projected Difference	The monetary gap between the rep's goal and the projection
Goal	The goal set for the rep by the admin

 

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Two Sentence Summary Tile Variations

Based on your Goal Settings, these summary sentences could appear in a variety of ways. Below are the different variations for how these sentences may appear:

 

Variation	Images
If a rep is projected under their goal
If a rep is projected over their goal
If a rep surpassed their goal
If goal has not been set for the rep.
Missing Goal + Insufficient Data for Projecting
Insufficient Data for Projecting and Goal Set