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Office Hours Recap:  Utilizing Data in Ambition to Make Strategic Decisions

Office Hours Recap: Utilizing Data in Ambition to Make Strategic Decisions


Office Hours Recap: Utilizing Data in Ambition to Make Strategic Decisions

On the third Thursday of every month our Customer Success team hosts an Office Hours session where we focus on best practices, trends, and insights. Yesterday, our CSM team hosted a session focusing on how managers are utilizing data in Ambition to make key decisions and drive results. Below are a few key takeaways from the session and a full recording: 

 

Utilizing Ratios

metric builder

  • Advanced Metrics (Set up available in your integrations section accessible by admins only) allows you to do simple math ( - , + , / , X ) in order to draw valuable insights from your existing metrics. 

  • We love the example of Call Connects > Meetings Set: Are my people good on the phone and are we calling qualified leads?

  • Finding the correct target for ratios and coaching players that are below the average

  • Your biggest opportunity lies in the middle 70% of your reps. Read more about how to move the middle

 

Optimizing Scorecards

scorecard builder

  • Build activity score and objective score by working backward from your goals. 

  • Correctly weight your most successful channels

  • Max out metrics where more is no longer driving value

  • 100 shouldn’t be achievable if they have not provided value to the business

 

Strategically Planning Competitions

contest builder

  • Research shows 4-5 and 11-12 are when prospects are most likely to answer the phones. Plan your call blitz’s during those “Golden Hours”

  • If you know your company has a 60 day sales cycle, when do you need to have opportunities/pipeline built in order to hit those quarterly and yearly goals?


See the recording here

Register for future office hours sessions Here

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About Ambition
Sales Leaders, HR Professionals, and C-Level Executives use Ambition to recognize, motivate, and develop employees into more engaged and productive versions of themselves. Funded by Google, used by the Fortune 500, endorsed by the Harvard Business Review.