Measure Roleplay AI participation and performance

The Roleplay AI dashboard helps you measure the impact of your coaching programs by tracking assignments, completions, and user proficiency. Use these insights to monitor trends across your organization and ensure practice translates into measurable seller readiness.

See how it looks

Key features

• See Roleplay assignment, completion, and proficiency for your entire organization at a glance
• Track how assigned Roleplays and proficiency rates change over time
• Follow users through the completion funnel, from not assigned to passed
• Compare performance and competency levels across your organization
• Review results by individual Roleplay, Division, or user group
• Filter every KPI and chart by date range, Division, Tag, or user group

You need this to succeed

Note: Availability of Roleplay AI depends on the AI Bundle included in your subscription. Contact your administrator for more information about AI Bundle eligibility.

The quick way

1. Open the Roleplay AI dashboard
2. Filter your data
3. Review the KPIs and charts
4. View the details broken down into tables
5. Download or email your data

Do this step by step

Open the Roleplay AI dashboard

1. Navigate to the Analytics tab in the Admin App.
2. In the left menu, click AI Adoption to expand it, then select Roleplay AI.

Filter your data

Every filter you set here updates all the KPIs and charts on the page at once.

1. Click a filter to set it:
   • Activity started at: select a date range for user activity, such as Last 7 days, Last 30 days, Last 90 days, Last month, This year, Last year, or a custom range.
   • Divisions: choose to include (match ANY) or exclude (match NONE) the Divisions you select.
   • Tags: choose to include (match ANY) or exclude (match NONE) the tags you select.
   • User groups: choose to include (match ANY) or exclude (match NONE) the user groups you select.
   • Roleplay name: choose to include (match ANY) or exclude (match NONE) the Roleplay activities you select.
2. Click View filters to show or hide any of these filters, or drag them into the order you prefer. Click Save when you're done.

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Review the KPIs and charts

At the top of the dashboard, five KPIs summarize activity for your filtered date range:

• Assigned: the total count of all Roleplay assignments distributed across all users.
• Started: the number of Roleplay assignments that users have started at least once.
• Completed: the number of assigned Roleplays that have been completed at least once.
• Proficiency & Above: the percentage of completed Roleplays that users have reached a score of 60 (proficient) or above.
• Repeat Practice: the percentage of completed Roelplays that have been practiced more than once.

Below the KPIs, six charts break down performance in more detail.

How many Roleplays have been assigned?: A column chart displaying the number of assigned Roleplays per month.

Use this chart to see whether Roleplay participation is growing alongside your enablement program. A steady climb suggests admins and managers are actively assigning new practice opportunities, while a flat or declining trend might mean it's time to promote Roleplay AI to more teams.

• Hover over a column to view details.
• Click a column to filter all charts by that metric. Click Clear filter to reset the chart.

Where are users in the completion process?: A column chart comparing Roleplay progress across statuses such as not assigned, no attempt, and passed, by month.

Use this chart to see where users stall in the process. A large "not assigned" or "no attempt" segment points to an activation gap, while a healthy "passed" segment shows your Roleplay program is converting practice into demonstrated skill.

• Hover over a column to view details.
• Click a field in the legend to hide or reveal it on the chart.
• Click a column to filter all charts by that metric. Click Clear filter to reset the chart.

How many learners have reached proficiency?: A column chart showing the number of users with a competency level of Proficient or above by month.

Use this chart to track your seller’s overall readiness rate over time. A rising trend line means more of your team is meeting the bar for real conversations, the clearest sign that your coaching investment is translating into measurable seller performance.

• Hover over a column to view details.
• Click a column to filter all charts by that metric. Click Clear filter to reset the chart.

Where do learners fall on the competency spectrum?: A column chart comparing learners' competency levels, such as Advanced (80-100%), Proficient (60 - 79%), Developing (40-59%), and Aspiring (20-39%), by month.

Use this chart to see how your sellers are distributed across skill tiers. A large Aspiring segment signals a coaching opportunity, while growth in Advanced over time shows your enablement investment is paying off.

• Hover over a column to view details.
• Click a color on a column to filter all charts by that metric. Click Clear filter to reset the chart.
• Click a field in the legend to hide or reveal it on the chart.

How quickly are learners reaching proficiency?: A column chart comparing how long it takes users to reach proficiency by different spans of time, per month.

Use this chart to see how quickly practice translates into proficiency. A short ramp time suggests your Roleplay scenarios are appropriately scoped to your team's starting skill level, while longer ramp times might mean a scenario is too advanced.

• Hover over a column to view details.
• Click a color on a column to filter all charts by that metric. Click Clear filter to reset the chart.
• Click a field in the legend to hide or reveal it on the chart.

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Review Roleplay progress details with tables

Below the charts, three tables let you break down the same data by Roleplay, Division, or user group. For each table, you can:

• Click a column heading to sort by that column.
• Hover between column headings and click and drag to adjust column width.
• Scroll left and right to view all columns.

How are learners progressing with each Roleplay?

This table lists every Roleplay, with sortable columns for Roleplay name, Division name, Author, Assigned, Not started, In progress, Completed, Avg score (%), and Proficient.

How is each Division performing?

This table breaks down Roleplays by Division, with sortable columns for Division name, Assigned, Not started, In progress, Completed, Avg score (%), and Proficient.

How is each user group performing?

This table breaks down Roleplays by user group, with sortable columns for User group name, Assigned, Not started, In progress, Completed, Avg score (%), and Proficient.

Use these tables to find specific Roleplays, Divisions, or user groups that need attention.

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Download or email your data

Note: The filters you apply on this page aren't maintained when you export a chart or the dashboard.

• Table: to download a single table, hover over it and click the download icon in its upper-right corner. Select Download CSV, Download XLSX, or Download PNG.
• Dashboard: to download, email, or schedule the entire dashboard, click Export to the right of the filters, then select Download as PDF, Download as PNG, Email, or Schedule. Learn more about exporting dashboards.

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