What features are part of Analyze?

This article explains what Analyze is, where to find it, and what each of its three features does, so you know how to turn activity and pipeline data into actionable information for your team.

What is Analyze?

Analyze is the intelligence layer, connecting rep behavior to business outcomes. It turns raw activity and pipeline data into actionable signal for managers and RevOps leaders.

Analyze is a section of Ambition accessible from the side navigation bar, below Motivate. It brings together three features - Pipeline, Metrics, and Coaching Analytics - that connect rep behavior to business outcomes and surface actionable signal for managers and RevOps leaders.

All three roles can access Analyze, though Coaching Analytics is only available to Admins and Managers.

The Three Analyze Features

1. Pipeline - Deal Visibility and Forecast Tracking

Pipeline is Ambition's Pipeline Intelligence feature. It gives you a structured view of your organization's deals and forecast data, organized around the metrics that matter most to revenue teams.

Within Pipeline you can see values for:

• Open - total value of deals currently in progress

• Won - closed-won deal value for the selected period

• Lost - closed-lost deal value for the selected period

• Commit - deals your team has committed to closing

• Forecast - projected close value based on current pipeline

You can also see the number of changes made to deals and review movement by stage to understand how deals are progressing or stalling. The Commit value can be updated directly from this view. Filtered views can be created and saved so you can return to the segments most relevant to your role or team.

2. Metrics - Customizable Views of Any Tracked Metric

Metrics lets you build and save views for any metric tracked in Ambition. You can filter each view by metric, time period, date range, and employee, and you can include one or more metrics in a single view.

Views can be displayed in three formats:

• Table - a row-by-row breakdown by employee or group

• Graph - a visual trend over time

• Quadrant - a two-axis view for comparing performance across two metrics at once

Once a view is built it can be shared with specific individuals or groups. Edit access can be set to the author only, specific individuals, or a group - giving you control over who can modify a shared view versus who can only read it.

3. Coaching Analytics - Coaching Accountability, Utilization, and Program Impact

Coaching Analytics gives Admins and Managers a detailed view of how coaching is being carried out across the organization. It is organized into four areas: Accountability, Insights, Attribution, and Reports.

Accountability: tracks whether coaching sessions are happening as scheduled. You can see the number of sessions that are due, expired, and completed, as well as the completion rate for individuals and groups.

Insights: surfaces utilization data for coaching programs and 1:1 sessions, including total sessions, sessions completed, completion rate, and session ratings. It also shows notes broken down by total count, private notes, and notes with files attached.

Attribution: connects coaching activity to metric performance over time.

A baseline value is established by taking the four-week metric average leading up to a program's start date.

For every recurring session after that, a current value is derived by taking the last full week's metric average. The percentage difference between the current value and the baseline is then calculated and plotted on the chart.

The trend lines represent relative percentage differences against the baseline - not absolute metric values. Sessions added to a program after it has already started are not included in the calculation.

Reports: allow you to generate downloadable reports on Employee Utilization or Manager Utilization, giving you an exportable record of coaching activity across your organization.

Coaching Analytics is designed for viewing and planning. Actions such as scheduling or editing sessions are managed in the Coaching section, not here.

What can each role do in Analyze?

While Ambition is fully customizable, here is a summary or the default permissions across all four features by role.