Leverage manager dashboards to coach sellers
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Feb 15, 2024 |
Jun 2024 |
Business value
By analyzing aggregated customer interactions and seller behaviors, sales leaders can determine the effectiveness of their sales strategies, respond to market changes, and coach their sales staff more efficiently.
Feature details
Managers can stay in touch with their field and sellers using the new manager insights dashboard for conversation intelligence.
In addition to the existing conversation intelligence dashboard functionality, as a sales manager, you’ll be able to view:
- Customer sentiment correlation with keyword and competitor mentions.
- Conversation style correlation to deal outcomes.
- Conversational KPIs over time.
- Holistic view of sellers' performances, as well as insight into conversation patterns that close deals.
- Messaging performance in the field and customer perceptions of the competitive landscape.
- Sales-oriented filters such as call time and length, seller, connected record, connected record status, campaign, and more.
See also
Analyze your sellers' conversation data with Power BI (docs)