Understanding your metrics

The Metrics menu is your progress dashboard. Unlike the other pages, it's up to you to build it: you pick the indicators that matter to you.

Before you start

Metrics needs activity before it can show anything. If you haven't run any simulation yet and no call has been imported, it's normal for the page to be empty.

Calls or Role-play: two tabs

At the top of the page, two tabs separate your two types of data:

  • Calls: your metrics from your analyzed calls.
  • Role-play: your metrics from your simulations.

Screenshot: the Calls and Role-play tabs at the top of the Metrics page.

Setting up your dashboard

The page is configurable. You choose which indicators and charts to display, for example:

  • how your score evolves across your calls and training,
  • your progress competency by competency (the ones from your playbook),
  • your call volume and training over a period.

Keep the indicators that match what you want to work on. You can always change them later.

To understand how a score is computed: How Eagr scores your calls and simulations.

Add a metric

Click + Add a metric at the bottom of the page. There are three ways to build your tile.

1. From a segment, a skill or a technique. In the Playbook analysis tab, search or pick the item to track.

Screenshot: pick a segment, a skill or a technique.

Then choose the aggregation:

  • Rate (%): the share of calls where this technique is mastered, meaning a score of 3 or more;
  • Total: the number of calls involved;
  • Average: the average score out of 100.

Name the tile, then click Add to dashboard.

Screenshot: choose the aggregation (Rate, Total or Average).

2. Playbook mastery. Pick Playbook mastery to see, segment by segment, where you stand on each technique: your average and, if you're a manager, each rep's score.

Screenshot: the Playbook mastery tile.

3. By chatting with the AI. In the AI chat tab, describe what you want to track (for example "my average on R1 calls"). The AI proposes a ready-to-add tile.

Screenshot: the AI chat proposes a tile to add.

If you're a manager: your team and you

If people are attached below you, you're a Manager (see Understanding roles). By default, the page shows your team's metrics. You can:

  • filter to one person by clicking their avatar in the list of sales reps,
  • switch to your own metrics with the My metrics tab (it appears as soon as you record calls or run simulations).

Screenshot: switching between team metrics and "My metrics".

Tip

Check your metrics once a week rather than after every call: trends are far more useful than a single score.