*Please note that Cohorts is currently in beta and only compatible with Competitions and Dashboards
Use Case 1: Track New Hire Ramp-Up Progress
What: Create a cohort called “New Starters Q4” and group all newly hired reps across different teams or offices.
Why: Get a clean view of how quickly new hires are ramping up — without needing a dedicated “New Hire Team.”
How: Use the cohort as a filter in dashboards to monitor early performance metrics like calls, meetings, or achievements unlocked. Run competitions just for this group to keep onboarding engaging.
Use Case 2: Compare Role Performance Across Teams
What: Build cohorts like “Account Executives,” “BDRs,” or “CSMs” that cut across departments or geographies.
Why: Many organizations want to compare role performance globally — Cohorts make it simple without restructuring teams.
How: Use cohorts as filters in dashboards or competitions to benchmark average performance by role and identify where coaching or support is needed.
Use Case 3: Run Cross-Departmental Competitions
What: Create a “Q4 Pipeline Push” cohort that includes sellers, SDRs, and marketing reps working toward a shared lead goal.
Why: Not every competition fits neatly within team boundaries — Cohorts let you rally multiple groups around one target.
How: Filter a competition by the “Q4 Pipeline Push” cohort so everyone contributing to that shared objective competes and celebrates together.
Use Case 4: Identify and Support All Performance Types
What: Group reps with similar performance types in larger groups
Why: This lets managers tailor competitions or performance tracking for like performers — often the biggest opportunity for growth.
How: Use the cohort as a dashboard filter to track improvements or launch Missions and Competitions focused on small, confidence-building wins.
Use Case 5: Monitor Training or Program Participation
What: Create cohorts tied to internal programs like “Sales Academy,” “Leadership Track,” or “Product Training.”
Why: Track how participants apply new skills in real time and whether training correlates with performance improvements.
How: Filter dashboards by program cohort to measure outcomes or create “training completion” competitions for motivation.
Use Case 6: Evaluate Regional or Market Performance
What: Build cohorts such as “US East,” “Nordics,” or “APAC” that group users across departments by geography.
Why: Many companies organize reporting around markets rather than internal teams — Cohorts let you see trends regionally without changing org structure.
How: Filter leaderboards and dashboards by regional cohort for fast, flexible insight into performance patterns.