How to View Team Overview in My Insights – Manager View in Xvantage for Associates

Overview:

This article provides step-by-step instructions on how to view the Team Overview in the My Insights section of Xvantage for Associates. The Team Overview displays key metrics and insights related to your team’s performance and activities.

Important: This feature is available only to Sales Managers.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu, click Insights, then select My Insights.

4. The Team Overview will be displayed. This section provides a high-level summary of your team’s insights and activities which includes tabs, buttons and drop down menus to view the status and any actionable insights that can help your team. These are located at the following:

   1. Manage Team & Insights Configurator - buttons located at the top right corner

   2. Quotes, Growth, Dormant - tabs located below the My Insights title bar.

   3. Associate, Status, Vendor - drop down menus located just below Quotes, et al.

5. Alternatively, the user may click on the Filters button for more specific searches.