Coach Pilot gives Selling Managers powerful tools to review and coach their team's call performance. Beyond accessing individual post-call pages for direct reports, managers have a dedicated team-level dashboard that surfaces the insights needed to drive coaching conversations and improve team performance.

Individual Call Access

As a Selling Manager, you can access any direct report's post-call page, which includes the full call summary, transcript, coaching scorecard, and key moments. This allows you to review specific calls before one-on-one coaching sessions or when a rep requests feedback on a particular conversation.

Team-Level Call Dashboard

The team-level dashboard aggregates call data across your entire team, providing a bird's-eye view of performance and coaching opportunities. Key metrics include:

• Total Calls — The number of recorded calls across your team over a selected time period.

• Average Playbook Score — How well your team is adhering to the active sales methodology on average, helping you identify systemic gaps.

• Objection Trends — Patterns in the types of objections your team encounters most frequently, enabling you to focus group training on the most common challenges.

Rep Comparison

Compare performance metrics side by side across your team members. Identify top performers whose techniques can be shared, and spot reps who may need additional support in specific areas such as discovery, objection handling, or engagement.

Scorecard Trends

Track how individual reps and the team as a whole are improving over time. Scorecard trend data shows whether coaching interventions are translating into measurable performance improvements across categories like Engage, Discover, Question Quality, Tonality, and Objection Handling.

Coaching Effectiveness Metrics

Measure the impact of your coaching efforts with dedicated effectiveness metrics. These help you understand which coaching actions are driving improvement and where to focus your time for maximum impact.

AI Coaching Opportunities

Coach Pilot identifies and surfaces AI-generated coaching opportunities — specific calls, moments, or patterns that represent the highest-impact coaching targets for each rep. This ensures your limited coaching time is directed where it will make the biggest difference.

Using Call Review in Practice

The Manager Call Review tools are designed to support a structured coaching workflow:

1. Identify — Use the team dashboard to spot reps or areas that need attention.

2. Review — Drill into specific calls using the post-call page and coaching scorecard.

3. Coach — Use insights to have data-driven coaching conversations with your reps.

4. Track — Monitor scorecard trends over time to measure coaching impact.