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Reporting in Spott is built from three parts. You define the metrics you want to measure, set targets on those metrics, and combine everything into dashboards for individual users, teams, or the whole company. Reports sit alongside them for deeper, one-off analysis.

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Who can set it up

Once the new reporting is switched on for your workspace, Metrics, Targets and Dashboards appear in Settings under Performance. Only admins and users whose role has the Manage Analytics Reports permission can see and use these three tabs. Everybody else simply reads the dashboards that are published to them on the Home page. See managing access.

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Set it up in this order

1

Define your metrics

Start with what you want to count. Most teams create one metric per kind of activity, for example one per note label, then add combined metrics such as All candidate calls on top. See metrics.
2

Set targets on them

Give users, teams, or the company a goal per metric and per period. Targets can change over the year, for example lower in summer. See targets.
3

Build and publish dashboards

Put the metrics on a dashboard with their targets, next to the lists, pipelines and charts people work from, and publish it to the right people. See building dashboards.

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Dashboards or Reports?

Both read live workspace data, and a Chart widget on a dashboard works the same way as an insight in Reports. The difference is what each is for.
  • Dashboards are for following the numbers every day. Each viewer sees their own figures, or their team’s, against their targets, without building anything.
  • Reports are for answering a question once, or analysing over time: conversion between stages with a Funnel, how long records sit in a stage with Time in Stage, or a breakdown you want to export to Excel.
A common setup is a personal dashboard for each consultant, a team dashboard for each manager, and a handful of Reports that management opens when they need the detail.