Understand sales activity insights

This article guides you through the Insights feature in the Sales Agent Chrome Extension. This feature helps you intuitively understand various sales activity-related metrics and data, making it simpler to grasp your overall sales performance.

Prerequisites for using this feature
Plan: Available on Business and Enterprise plans with Sales Agent activated
Role: Available to any role with Can view or higher permission for the Agent Folder
Platform: Notta Web

Launch the insights function

1. The insights function of Notta Sales Agent is provided through a Chrome extension. Please install the Chrome extension from here.
2. After installing the Chrome extension, you can launch the Sales Agent insights function by clicking the extension icon in the upper right corner of the browser and selecting Notta Sales Agent, or by clicking the Insights button at the top of the agent folder.
   

3. You'll see two main options at the top of the extension—Insights and Chat. Select Insights.

Understand sales metrics

1. Under Insights, select Sales to view metrics related to sales performance.
2. Use the filter to narrow down the analysis targets by speaker, creation date, etc.
   
3. You'll see various sales metrics. Here's what some key indicators mean:

• • Average Talk Ratio: This shows how much you typically talk during meetings. We recommend keeping it under 46% to allow your customers ample opportunity to express themselves.
  • Average Monologue Count: This is how often you speak for long stretches in a meeting. Fewer monologues are generally better!
  • Average WPM: We'll show your average words per minute (WPM). For English, a pace of 170-180 WPM is usually best for listeners.
  • Prohibited content count: This counts any prohibited or potentially non-compliant spoken content. Aim for zero!
  • Weekly Meeting Count: This is the total number of meetings a sales representative attended within the selected period, divided by the number of weeks in that period.
  • Average Meeting Duration: The typical length of your meetings. Try to keep meetings under 45 minutes to hold attention.

Understand customer analysis

1. Under Insights, select Customers to view metrics related to customers.
2. Use the filter to narrow down the analysis targets by speaker, creation date, etc.
   
3. You'll see various customer metrics. Here's what some key indicators mean:

• • AI insights: This AI-powered feature provides a comprehensive snapshot of crucial customer information, all in one place. You'll find brief, one-sentence summaries (under 250 characters each) covering these key areas:
    • • Decision-Making Insights: Are customers ready to move forward, or do they need approval?
      • Most Frequent Requests: What features or services are customers asking for most?
      • Pain Points & Obstacles: What challenges are your customers facing?
      • Questions & Concerns: What are customers worried or unsure about?
      • Budget & Pricing Feedback: How do customers feel about your pricing?
  • Requests: What specific features, services, or actions did the customer ask for?
  • Questions: What queries or points of uncertainty did the customer raise?
  • Negative Expressions: What dissatisfaction, concerns, or negative sentiments did the customer express?
  • Decision-Making Process: What factors or steps influenced the customer's decision-making journey?
  • Feedback: What general opinions, comments, or reactions did the customer provide?
  • Budget and Pricing Feedback: What are the customer's thoughts or concerns regarding pricing and budget?

Understand deal status

1. Under Insights, select Deals to view metrics related to deals.
2. Use the filter to narrow down the analysis targets by deal, creation date, etc.
   
3. You'll see various deal metrics. Here's what some key indicators mean:

• • Progress: What is the current advancement or status of the deal?
  • Conversations About Pricing: What discussions or negotiations occurred regarding the deal's pricing?
  • Decisions Made: What key choices or agreements have been finalized for this deal?
  • Action Items: What specific tasks or follow-up steps need to be taken for the deal?
  • Risks: What potential challenges or obstacles could impact the deal's success?

Chat-based data search & analysis

As a complementary function to Notta Sales Agent, we'd like to introduce its chat feature. It's similar to a general AI chat but more focused on the sales domain, with its data scope limited to the agent folder.

If you have a large volume of meeting records and want to quickly look up content from a specific record, or if you wish to run a global query not limited to a particular record, we recommend using the built-in chat feature in the Notta Sales Agent Chrome extension.

1. Install the Chrome extension from here.
2. You can launch the Sales Agent insights function by clicking the extension icon in the upper right corner of the browser, selecting Notta Sales Agent, and then selecting Chat.
   
3. Enter your question in the chat window and send it to get an AI-generated response.
   Recommended example questions:
   • What competing products have clients mentioned in the past month?
   • Please provide feedback on customer satisfaction.