Getting Started with SalesHood Analytics

This article is your starting guide on how to use SalesHood Analytics to track progress and engagement within the SalesHood Platform. It also discusses how to customize standard report templates, create your own reports and visualizations, and introduces the KPI Dashboard.


Roles & Access

  • Users with the ‘Coach’ role have access to the SalesHood Analytics Reports Builder and KPI Dashboard. (contact your SalesHood Administrator for updates to your user role).
  • Follow the steps below to access the Reports Builder.

Step 1: Select the “Reports” tab.

Step 2: Select the “Builder” tab.


Standard Report Templates

SalesHood Reporting contains Pre-built reports for your convenience. These reports are introduced below and can be customized for your use cases.

To access the Standard Reports Templates:

  1. Navigate to the Reports Builder.
  2. Select “Open”
  3. Select “All”
  • SalesHood Standard Reports display the lock icon next to their title.

The Standard Reports

Huddle Details

  • Huddle Details shows progress, test scores, and activities on a per-user basis.
  • Best filtered for a particular Huddle of interest, this reports is a great way to understand which users, teams, and segments are working through enablement content you’re rolling out.

Learning Path Details

  • Learning Path Details shows progress and test scores on a per-user basis.
  • Best filtered for a particular Learning Path of interest, this reports is a great way to understand which users, teams, and segments are working through enablement content you’re rolling out.

Period over Period (PoP) Activities

  • This report tracks engagement on the platform as measured by activities over time. It defaults to showing Year on Year engagement, but can be easily updated to show Quarter on Quarter, Month on Month, etc.
  • This report is great as an indicator of how valued the content being deployed in your organization is by users. Higher engagement generally indicates value/usefulness.

Period over Period (PoP) Video Watching Time

  • This report tracks engagement on the platform as measured by engagement with video content on the platform. It defaults to showing Year on Year engagement but can be easily updated to show Quarter on Quarter, Month on Month, etc.
  • This report is great as an indicator of how valued the content being deployed in your organization is by users. Higher engagement generally indicates value/usefulness.

Period over Period (PoP) Huddles Created

  • This report is a great way for organizational leaders to keep tabs on the enablement content that is being deployed on the platform over time.

Individual Summary

  • This report shows a detailed summary of how each user on the platform is performing in terms of program completion, test scores, activities, deal wins contributed, etc.
  • This is a great way to compare the relative performance of individuals to one another or across teams or segments.

File Consumption Details

  • This report is useful to understand engagement with the assets available to your users in the SalesHood Library or via the SalesHood for SalesForce Content Management App.

Manager Leaderboard

  • This report is a great way to understand the relative performance and engagement of Managers with their teams across the platform.


The Basics of SalesHood Analytics

The SalesHood Report Builder allow you to easily create and modify reports and visualizations to measure the effectiveness of enablement content and training programs, and to track the activity of individuals, teams, and segments within SalesHood.

A report is a chart or table designed to surface enablement analytics for stakeholders to review.

A report contains one or more aggregation functions applied to numerical facts, optionally segmented by one or more attributes.  We put metrics in the context of certain attributes to bring out trends and patterns that lead to useful insights.

A Customized Report of Individual Enablement Metrics


There are two ways to build your own customized report. The first is customize a Standard Report. The other is to create a new report from scratch. These are discussed below.

Customizing a Standard Report

Advantages:

  • One of the many Standard Report Templates is close to covering your use case and can be used as a guide to customize your own.
  • It’s quick and easy as you would only need to customize columns (Measures & Attributes) or the chart type from the existing template.

Disadvantage:

  • The templates do not serve your use case.


Creating a New Report From Scratch

Advantages:

  • Allows you to build a report that is focused solely on the use case you are solving for.

Disadvantage:

  • Requires a deeper understanding of how to create and manipulate reports using the Reports Builder.
  • Can take longer as you are building an entirely new report from scratch.


Additional Topics

  1. With SalesHood Analytics you also have access to a KPI Dashboard to which you can save the reports and charts you’ve created for simple access. Click here to get started with the KPI Dashboard.
  2. What is the Reports Builder?
  3. What is a “Measure” and “Attribute?”
  4. Components and features of the Reports Builder.

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