Summary:
This article lists the smart functionalities of the Team Overview Dashboard in My Insights in Xvantage for Associates.
Important: This feature is available only to Sales Managers.
Question: What capabilities do Sales Managers have in their Team Overview Dashboard in Xvantage for Associates?
Answer:
The new Team Overview dashboard gives sales managers greater visibility, stronger tracking, and improved actionability. With this update, managers can oversee team performance, assign insights, and monitor engagement - empowering data-driven decisions and driving efficiency. Its key features include:
Team Hierarchy & Insight Assignment
View insights assigned across team members.
Assign insights to associates based on workload or expertise.
Track completion status to follow up on critical tasks.
Enhanced Filtering & Custom Views
Filter insights by team member, type, engagement status, or priority level.
Save for Later
Flag Insights
Mark urgent insights for quick tracking and follow-up.