Guide to Reports for Administrators

What's in it for you

You can see Advanced Analytics for both content and coaching, using the Reports feature in Showpad's Online Platform. Analyze which content and coaching material is the most valuable for your sales reps.

For the content part, User Analytics and their Activities show you how your sales reps and their prospects interact with content for your organization. This information allows you, as an administrator, to optimize your budget based on what content is most used and enhance your understanding of how sales reps customize content to guide sales conversations.

Engagement reports allow you to compare Coach, Content, and overall engagement amongst users all in one place, with the ability to aggregate data by User, Manager, Group, and Division.

Sales managers can then coach their team members accordingly and implement best practices. More details about that are visible in the coaching part. Here, you can follow up on the number of admins, courses, pitches, and most importantly, the scores.

Key features

• Get access to analytics for both marketing content and users' personalized content
• Get access to analytics for coaching
• See Content and Coach data for combined engagement reporting in Showpad
• Consult activity logging for all members of the organization
• Reporting data is refreshed once an hour

You need this to succeed

• Showpad's Essential, Ultimate or Plus pricing plan
• Administrator access to Showpad's Online Platform OR
• Promoted Division access with reporting access to at least one Division

The quick way to awesomeness

1. Sign in on Showpad's Online Platform as an Administrator or Promoted Member.
2. Click the Reports tab to access Content, Coaching, and Engagement Reports.
3. For the Content part, you are now able to navigate to the available reporting functions by clicking All Content Analytics, User Analytics, and Activities.
   By default, you will see All Content analytics.
   If you click the caret arrow for All Content Analytics you can opt to explore Marketing Content or User Content specifically.
   For the Coaching part, you can access All Reports and Saved Reports.

Note: Report data is refreshed every hour, on the hour. For example, if you pull a report at 10:15 am, your data will be from 10:00 am. It will refresh again at 11:00 am and may include new updates.

Learn how it's done

Content reporting

Understand how your content is performing and how users are interacting with it.

• Understand the analytics for marketing and user content. See Content Analytics.
• See the data for user engagement in Showpad. See User Analytics.
• Learn about the activity logging for members of the organization. See Activities.
• View data on your sales reps' sales conversations. See Navigation Analytics.

Coach reporting

Analyze which content and coaching material is the most valuable for your sales reps.

• Configure custom Coach reports to highlight trends. See Custom Coach Reports.
• Save and export coach reports. See Coach Reports.

Unified engagement reporting

Engagement reports allow you to compare examine Coach, Content, and overall engagement amongst users all in one place, with the ability to aggregate data by User, Manager, Group, and Division.

• Compare Coach and Content user engagement data. See User Engagement Reporting.
• View data specific to courses and users. See Coach Engagement Reporting.