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Understanding the Team Overview

Use the Team Overview to instantly see who's performing, who needs coaching, and where to focus your energy as a manager.

What it does for you

The Team Overview gives you a single view of your whole team's Pulse results — so you can spot who needs support, who's excelling, and where to focus your coaching time. No digging, no guesswork.

How to get there

  1. Click Pulse in the left-hand navigation.

  2. Team Overview is the default tab — you're already there.

What you're looking at

Each row is a rep on your team. The columns tell you everything you need to know at a glance:

  • Sales velocity plans — whether a rep has an SVP generated and approved

  • Area of Improvement — the competency flagged as the biggest gap

  • Performance — how the rep is tracking against their pulse type's performance question. For most teams this shows quota attainment (for example, "above target" or "below target"), but the exact wording and bands can be customised per pulse type by your admin, and some non-quota roles may not show this column at all.

  • Pulse Score — their overall score out of 100

  • Strength — their standout competency

  • Blindspot — where their self-assessment differs most from how others see them

  • Report — click Full Report to go deep on any individual

Getting the most out of it

  • Switch pulse periods using the date selector at the top — compare current results against previous pulses to see who's improving.

  • Expand your team row (click the > arrow) to see individual reps, their SVP status, and quick-access buttons.

  • Click Full Report on any rep to see their full competency breakdown, blindspots, and coaching insights.

What's next?

  • How to use Sales Velocity Plans

  • Understanding Blindspots

  • Call Analysis for Managers

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