> ## Documentation Index
> Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt
> Use this file to discover all available pages before exploring further.
# AI Coach Analytics: Team Performance Dashboards
> Use AI Coach Analytics to track team performance across all scorecards, drill into individual rep stats, and identify coaching opportunities at a glance.
**Analytics** in AI Coach gives you a consolidated view of your team's performance: how scores trend over time, how each rep is doing, and where coaching is needed.
## How the dashboard is organized
Your dashboard is built around **Views**. Each View is made up of **Stages**, and every stage tracks one scorecard. You can rename a stage — for example, "Cold Outreach" — to match the way your team actually sells. Switch between Views from the **Select View** dropdown, and set the one you use most as your default.
The dashboard only shows stages that have call data by default, keeping the view clean. You can still add stages with no data — they appear with "0" values until calls are logged against them.
## Performance Overview
The **Performance Overview** chart shows how scores and meeting volume trend over your selected date range. Switch between **Daily** and **Weekly** to zoom in or out, and read each stage's trend at a glance.
## Filtering by date
Use the date-range picker at the top of the dashboard to set the period you want to analyze. It defaults to the **last 30 days**, and score trends are compared against the previous period.
## Navigating from team overview to individual performance
The dashboard opens on the team view, where you can see aggregate scores for each stage across all reps.
To drill into a specific rep:
1. Find the rep's name in the **Performance table** — use the **Search members** box to filter the list.
2. Click their name to open their individual page.
The individual page compares the rep against the team (**"{rep} vs Team average"**) across every stage, alongside an **Activity Feed** — a chronological timeline of their meetings showing each call's score, scorecard, deal, and any identified **Risks** and **Action Items**. Sub-tabs let you move between **Performance**, **Meetings**, **Notes**, and **Learning**.
A rep's data may be **private** and not visible to the workspace. Coaching **Notes** are visible to managers only.
## Drilling into a stage
To see a detailed breakdown for any stage, click a score value in the **Performance table** (for example, "74%" under "Discovery") on either the team view or an individual rep's view to go straight to that scorecard's dashboard.
## Customizing your Views
You can create multiple Views to organize how stages are displayed:
1. Use the **Select View** dropdown to **Create View**, **Edit view**, **Delete view**, or **Set as Default**.
2. In **Edit view** mode, rename a stage or drag and drop stages to change their order.
Editing Views requires full (manager) access. View customizations are workspace-specific — changes you make in one workspace do not affect other workspaces.
When you remove a stage from a View, its column is also removed from the **Performance table**. Hiding a column from the table does not affect the scorecard itself.
## Using the Performance table for quick insights
The **Performance table** is the fastest way to spot patterns across your team:
* A pinned **Team Average** row to benchmark each rep against.
* A **trend arrow** (up, down, or stable) on every score cell — hover to see the exact change vs. the previous period.
* **Search members** to filter rows, **sort** any column, and a column-visibility control to choose which stages appear.
## Best practices
* **Tailor Views per workspace** — surface the stages most relevant to each team (for example, sales stages in a Sales workspace, CS stages in a Customer Success one).
* **Coach proactively** — review rep Activity Feeds and watch the Risks and Action Items on each call.
* **Watch the trends** — use the previous-period trend arrows to see whether coaching and process changes are landing.
## FAQ
By default the dashboard only shows stages that have call data. Stages with no logged calls are hidden until calls are logged against them.
In **Edit view** mode, add the scorecard you want as a new stage. It appears with "0" data until calls are logged against it.
No. Renaming and reordering are specific to each workspace.