Analytics and reporting

Every answer about your sales team, without digging through recordings.

Adherence, close rate and rep by rep performance roll up to the whole org and tie back to the jobs and revenue in your CRM.

  • Adherence scored on your own sales steps
  • Rep, team and org views from one dataset
  • Tied back to the jobs and revenue in your CRM
SalesAsk analytics dashboard showing process scores, meeting counts, talk ratios and the effect of each sales step on close rate.
Kitchen Tune-Up
+26%

Close rate increase

BOA Builders
3X

Faster ramp for new reps

Ottawa General Contractors
$1.7M

Added in six months

A manager should not have to open twenty recordings to find out which step the team keeps missing.

Placeholder video. The reporting screen recording has not been made yet, so this clip stands in for it.

See your own numbers

We'll walk you through the reporting and show you how SalesAsk scores your reps against your own sales steps.

Book a demo

What the reporting answers for a sales manager

Five views built from the same scored data, from one rep up to the whole company.

01

Adherence to the steps you already teach

Every appointment is scored against your own sales process, so adherence is a number a manager can act on.

  • Step by step hit and miss
  • Scored on your own sales steps
SalesAsk scorecard showing 11 of 13 sales process steps completed, an overall score, and meeting stats for six team members.
02

Rep by rep performance, side by side

See who follows the process, who closes, and where the gap between those two sits for each rep.

  • Ranked on adherence and close rate
  • Open any rep from the list
SalesAsk dashboard listing reps with their talk ratios alongside the effect of each sales step on close rate.
03

Team trends over weeks, not gut feel

Watch adherence and close rate move over time, so you can tell whether a coaching push actually changed anything.

  • Trends by team and by step
  • Before and after a coaching push
SalesAsk team view showing step completion, scores and meeting counts across six team members.
04

Performance tied back to the jobs in your CRM

Scores sit next to the jobs and revenue already recorded in ServiceTitan, Jobber, Housecall Pro, Salesforce or HubSpot.

  • ServiceTitan, Jobber, Housecall Pro
  • Salesforce, HubSpot, Builder Prime
Placeholder photo of a sales rep shaking hands with a smiling couple outside a house.
05

The rollup a manager reads on Monday

Adherence, close rate and rep performance in one view, so the answer arrives without opening a single recording.

  • One view for rep, team and org
  • Answers first, recordings only if needed
The Ask Coach Dean screen in SalesAsk showing saved prompts for analyzing a sales deal.

Three questions the reporting answers on Monday morning.

Who needs coaching.

Award ribbon icon

Adherence and close rate side by side.

Which step is slipping.

Target icon

The step your team misses most, as a number.

What it is worth.

Fast forward icon

Tied back to the jobs already in your CRM.

What sales leaders say about visibility

Three managers on what changed once every conversation was on record and scored.

“As a sales leader, one of the biggest challenges is coaching what you can't see.”

Micah Hébert

Sales Manager, General Air Conditioning & Plumbing

“It was difficult to help them if something went wrong in a meeting. I wasn't there. Their manager wasn't there.”

Monica Lewis

J.S. Brown & Co.

“I was completely blind when it came to training my team and building their skills.”

William Wright

Owner, Kitchen Tune-Up East Seattle

Frequently asked questions

View all FAQs
What does SalesAsk report on?
Where do the numbers come from?
Can I see how one rep is performing?
Can I compare reps against each other?
Does the reporting connect to our CRM?
Do I have to listen to recordings to use the reporting?
Can I see trends for a whole team?
Can we score against our own sales process?
Who can see the reporting?
How long does setup take?

Start closing more deals, without hiring more reps

See exactly what’s holding your team back and fix it fast.

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