Overview
The Insights feature in SalesScreen helps users stay informed on their own performance by automatically surfacing relevant updates, summaries, and action items. Rather than digging through reports or waiting for feedback, users get curated, contextual updates to improve performance and accountability.
How to Use It
Where to Find Insights
Navigate to your Player Profile on web.
Click on the "Insights" tab to view your performance updates.
What You’ll See
Weekly or Monthly performance summaries
Mid-week or Mid-month trend updates
Endorsement summaries (quarterly)
Criteria to Generate Insights
Weekly/Monthly Summaries: Requires at least 2 weeks/months of data.
Mid-week/Mid-month Updates: Also requires 2 weeks/months of data.
Endorsement Summaries: At least 3 endorsements received in the last 3 months.
Note: If no Insight is available, it means there was not enough meaningful data to generate an update.
Why to Use It
Stay Informed: Get automatic updates on your performance without needing to pull reports.
Boost Accountability: Gain awareness of trends—good and bad—that help you self-correct or double down.
Save Time: Skip the manual digging; insights are ready when the data is.
Recognize Progress: Endorsement summaries help you see social proof and patterns in recognition.
When to Use It
Start of the Week/Month: To review how you performed in the prior period.
Mid-week/Month: To adjust your efforts before the period ends.
Quarterly: To reflect on social recognition and engagement.
You don’t need to do anything to trigger these—Insights will surface when your activity meets the criteria.
FAQs
Why didn’t I receive an Insight this week?
You might not have met the criteria for data. If there's no meaningful trend or update to share, no Insight will be generated.
Can Admins see user Insights?
Yes, if they have permission via Privacy Settings. Users can also see others’ Insights if visibility is allowed.
What happens if I try to force an Insight as an Admin?
The "trigger" function simulates a scheduled event (like Monday), but if criteria aren't met, nothing will generate.