Leverage manager dashboards to coach sellers
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | 
Feb 15, 2024 |
- | Mar 2025 |
Business value
By analyzing aggregated customer interactions and seller behaviors, sales leaders can determine the effectiveness of their sales strategies, respond to market changes, and coach their sales staff more efficiently.
Feature details
Managers can stay in touch with their field and sellers using the new manager insights dashboard for conversation intelligence.
In addition to the existing conversation intelligence dashboard functionality, as a sales manager, you’ll be able to view:
- Customer sentiment correlation with keyword and competitor mentions.
- Conversation style correlation to deal outcomes.
- Conversational KPIs over time.
- Holistic view of sellers' performances, as well as insight into conversation patterns that close deals.
- Messaging performance in the field and customer perceptions of the competitive landscape.
- Sales-oriented filters such as call time and length, seller, connected record, connected record status, campaign, and more.
See also
Analyze your sellers' conversation data with Power BI (docs)