Sales analytics software
Spot the slow week early, while you can still change it.
Most months don't fall apart overnight. See the team's points by week, who has gone quiet, and which entries came in late, then download it as a CSV.
30 minutes. You choose the day and the time.
| Card | Name | What it shows |
|---|---|---|
| Gone quiet | Wei Ling Goh | 4 days with no entry |
| Logged late | Daniel Tan | 3 calls for Monday, logged on Wednesday |
| Edits | Farid Ismail | 1 meeting deleted yesterday |
| Trend | The team | 92 points so far, 118 last week |
Review day
You shouldn't find out on review day
You're adding up a sheet for the month's review. The dip started three weeks ago, when two reps stopped logging calls. Nothing you do now changes that month.
01Trends
Understand what happened to the team's week.
Last month felt slow, and you want to know when it turned. The trend chart plots your team's points week by week, so the dip has a date on it. Look back a few weeks or six months, across one group or several.
- The last 4, 8 or 12 weeks
- The last 1, 3 or 6 months
- One group, or several under you
- The team, This weekSo far, Wednesday 2pm92
- The team, Last weekPoints logged118
02Gone quiet
Know who's gone quiet at 3 days, not 3 weeks.
A rep who stops logging may have stopped calling too. Anyone with no entry for 3 days gets flagged, and flagged again at 7. You see the name and the number of days, so you can ask.
- Flagged at 3 days, and again at 7
- The days beside each name
- On your Manager tab
- Wei Ling GohNo entry4 daysFlagged at 3 days
- Wei Ling GohFlagged again at 7 days if she stays quiet
- Priya, Daniel, FaridLogged today, so not on this card
03Late entries
Spot the entries that came in late, or got changed.
You're about to coach on these numbers, so you want to know they're straight. Nobody can date an entry more than 7 days back. Anything logged 2 or more days after its day shows under Logged late, and anything edited or deleted shows under Edits. Both cards cover 14 days, and only managers see them.
- Logged late: 2 or more days after the day
- Edits: changed, deleted or added past 7 days
- Private to managers
- Daniel Tan3 calls for Monday, logged on WednesdayLogged late
- Farid Ismail1 meeting deleted yesterdayEdits
- Priya Nair1 call changed to a meeting on TuesdayEdits
04Monday
Get the week's numbers by email, Monday at 9am.
You shouldn't have to open anything to start the week. At 9am on Monday, managers get an email with the top names, the team's activity count and how many people were active. If you want it in a spreadsheet, Export Reports downloads a CSV of the leaderboard, the activity feed or a performance summary.
- Monday, 9am Singapore time
- Leaderboard, activity feed or summary
- A CSV you can open in Excel
- Top namesPriya Nair 47, Daniel Tan 36, Farid Ismail 29
- Team activityActivities logged last week83
- People activeLogged something last week4 of 4
05For insurance agencies
For insurance agencies: read FYC booked, cases and Set to closed.
Your Analytics tab reads logged cases over 30 days, 90 days or a year: FYC booked, cases, Set to closed, appointments set and who needs attention. Below that sit FYC by month, product mix, case size spread and the team's run rate. Each figure comes from what your advisers logged.
- Steps fixed: Set, Opening, Closing, Closed
- FYC year to date, and what's needed a month
- Counts in a window, not one client followed through
- FYC bookedFrom what your advisers loggedS$5,760
- CasesLogged in these 30 days6
- Set to closed75 appointments set, 6 cases closed8%Counts in a window, not one client
- Needs attentionWei Ling Goh
And the rest
Small things that keep the report honest
Goes well with
Stop finding out on review day.
Bring the report you rebuilt last month, and we'll walk you through a sample week.
30 minutes. You choose the day and the time.
Before you trust the numbers
Can you trust numbers your team types in themselves?
Mostly, and you can check. Entries can't go back more than 7 days, late ones are marked, and every edit shows on your Edits card for 14 days. It can't prove a logged call happened.
No. The charts and the three CSVs are fixed, and there's no report builder. If you need another cut, take the CSV into a spreadsheet.
No. Your team logs straight in, so there's nothing to connect. If you'd like to send entries from your own tools, there's an API.
Not yet. Its steps are fixed to an insurance agency's, and your own tiles don't reach it. You'd use the trends, the quiet flags, late entries and the CSVs.
No. They see the leaderboard and their own numbers. The Manager and Analytics tabs are for managers and admins.
There's no public price for Palby Sales Tracker yet, so you'll get a price for your team on the walkthrough.