Monitor Field Seller Agent adoption and follow-up metrics

The Field Seller Agent dashboard helps you measure adoption and understand how your sales team uses the tool to prepare for and follow up on meetings. By tracking active sellers, note-taking methods, and CRM updates, you gain actionable insights into how the Field Seller Agent streamlines your team's post-meeting workflow.

See how it looks

Key features

• Monitor active sellers, captured meetings, and capture rates
• Track Field Seller Agent adoption trends over time
• Discover how sellers prefer to capture notes
• Monitor follow-up and CRM update metrics for each seller
• Filter dashboard metrics by date, Division, and user group

You need this to succeed

Note: Availability of the Field Seller Agent 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 Field Seller Agent dashboard
2. Filter your data
3. Review the KPIs and charts
4. Track seller follow-up metrics
5. Download or email your data

Do this step by step

Open the Field Seller Agent dashboard

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

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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.
   • User groups: choose to include (match ANY) or exclude (match NONE) the user groups 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, three KPIs summarize activity for your filtered date range:

• Active sellers: the number of sellers using Field Seller Agent to prepare for and follow up with meetings.
• Meetings captured: the number of meetings tracked by the Field Seller Agent.
• Capture rate: the percentage of meetings with notes.

Below the KPIs, two charts break down adoption in more detail.

Is the Field Seller Agent adoption growing?: A line chart plotting active sellers over time.

Use this chart to see whether adoption is growing along with your rollout. A steady climb means more sellers are turning to Field Seller Agent on their own, while a declining trend might mean it's time to reintroduce the tool to your team.

• Hover over a point to view details.
• Click and drag a box to narrow the focus of the chart. Click Clear filter when done.

How are sellers taking notes?: A donut chart comparing the number of notes captured by photo, voice, and text.

Use this chart to see which capture method your sellers actually reach for in the field, so you can tailor training and messaging to how they really work, not just how the feature was designed.

• Hover over a section to view details.
• Click a section to filter the dashboard by that note-taking method.
• Click a field in the legend to hide or reveal it on the chart.

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Track seller follow-up metrics

How are sellers following up after meetings?: A table listing follow-up activity by seller, with columns for User full name, Meetings synced, Meetings viewed, Notes created, CRM update proposals, and CRM updated.

Use this table to see whether sellers are turning captured notes into action. A seller with plenty of notes created but few CRM updates or synced meetings might need a nudge to close the loop.

• 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.

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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, table, or the dashboard.

• Chart or table: to download a single chart or 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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