Hi @Heikki Karimaa! This is a great question. I’m tagging in some folks who may have some best practices around measuring AE performance:
@Ruth Levi Lotan @Phil Sweeney @maxtipton @Levi Hayes @Sean Persha @Teia Stone @Courtney_Mirakl @Danny Raines @Sonia_Koz @Holly Hampson
Appreciate your insights in advance!!
It depends a bit on how your company defines success. But, the Insights and Activity tabs have a lot of good info that likely correlates to what your company is looking for. Deal Drivers are a good overall starting point, though!
As Courtney stated, this is determined by how your team defines success.
My mid-level management enjoys reviewing the “Activity” tab, which can be broken down daily or weekly. This gives the team insights into a full day’s activity and any significant gaps in activity.
My Regional and District managers work more out of the “Insights” tab; this is a great tab to utilize when defining KPIs.
I am unsure if your team utilizes Deals and Smart Trackers, but the “Drivers” board is by far one of our favorites.