Enter Title

Methodology

100

The 3 dimensions of performance are...

What is how hard a person is working, their outcome, their skills

300

A rep is in needs discussion and is asking for skills training. Why do you want them to be in promising before doing a skills training?

Sales leaders want to see their reps "at bat" to know their training is worth while.

400

What are three reasons why a rep would be in the "at risk" category?

1. Is the performance sustainable?

2. Is money being left on the table?

3. Are they recording their data?

4. Are they being challenged (at risk of leaving)?

Using the Product

100

Where do I go to see definitions for metrics to know how to record them in my CRM and get credit in DataBased?

Settings > Metric Definitions

200

Today is April 5th, but I want to see the placement of all reps on the quadrant at the end of the day on March 31st, how do I do this?

Advanced filter > change quadrant date

300

What can you do as an admin that normal users cannot?

Metrics, benchmarks, add/edit/remove users

400

I have a monthly target of 10, but the quadrant is showing 8.90, how can I best interpret why this would be?

View the date range, check the benchmark adjustments

Configurations

200

What are the five systems we integrate with to bring data into DataBased?

1. Salesforce

2. Hubspot

3. Lever

4. Profit

5. API (CSV, push or pull)

300

What needs to be configured for a rep to display on the quadrant?

1. Current metric profile

2. Current Manager assigned

3. Quadrant Configuration set up

4. Start date in users table (does not always configure)

5. SPA (Optional)

400

What is a scenario that would trigger a "improve data hygiene" message in DataBased?

Infinity performance (answers coming where calls do not exist)