How do I get the most value from Analyze? (Manager and Admin)
Last updated: May 20, 2026
This article covers practical guidance for Managers and Admins on using Pipeline, Analytics, and Coaching Analytics to inform decisions rather than track numbers alone.
Before you start you should be familiar with the features in Analyze. To learn more check out the article "What features are part of Analyze?".
Analyze is where data becomes signal. The risk with any analytics tool is spending time looking at numbers without acting on them. The recommendations below are focused on how to use Analyze's features to make faster, better-grounded decisions rather than generate more reports.
The suggestions in this article are recommendations, not requirements. Adapt them to your team's cadences and reporting workflows.
1. Build Your Pipeline Review Around Saved Filtered Views
Pipeline Intelligence is most useful when you are not rebuilding your view from scratch every time you open it. Saved filtered views let you return to the same cut of data (by rep, by stage, by Commit) every week without reconfiguring filters.
Recommendation: Create and save two or three pipeline views that correspond to your regular review cadences: your team view, your at-risk deals view, and your opportunity review. This takes five minutes to set up and saves that time every week thereafter.
2. Use Coaching Analytics Attribution Before Renewing A Program
Attribution in Coaching Analytics shows you whether a coaching program actually moved metrics relative to baseline, specifically whether the underlying numbers changed rather than whether sessions were completed. Ambition built this specifically to help managers distinguish programs that are working from ones that are not.
Recommendation: Before renewing or extending a coaching program, check its Attribution chart. If metric performance has not improved relative to the four-week baseline, the program content may need to change rather than continuing unchanged. Attribution is the data that helps keep that judgment grounded rather than intuitive.
3. Use Accountability Data To Identify Coaching Consistency Gaps
The Accountability view in Coaching Analytics shows session completion rates by manager and by group. Low completion rates are often not a rep problem; they are a scheduling or prioritization problem at the manager level. Ambition's research shows that coaching consistency is one of the strongest predictors of rep performance improvement.
Recommendation: Review Accountability data monthly for your team. If any manager's completion rate is significantly below others, address it as a structural issue (cadence too frequent, sessions too long) before treating it as a motivation issue.