Quadrant Reporting

The quadrant reporting feature takes the guesswork out of productivity measures.

On the quadrant, you can see a productivity ratio comprised of Activity and Objective Scores or any other two metrics chosen for the x and y axis. The center is the median of each axis’ values, which designates the red & green areas of the graph.

Each point on the quadrant represents a user, team, role, etc. When a point is clicked on you will be able to see: the entities name, x axis metric value, y axis metric value, and productivity ratio.

Based on where a user, team, or role is displayed in the quadrant, you can have the appropriate game changing or encouraging conversation that needs to happen.

How do I access quadrant reporting?

How do I customize the data and time frame shown on the quadrant?

How do I use quadrant reporting to coach employees?

How do I save quadrant reports?

How do I export quadrant data?

Access Quadrant Reporting

1. Open the left navigation and click Analytics.

2. From the analytics' home page, you can open any previously saved reports or open a new report type. 

Select Quadrant from the Explore Data and Create New Reports dropdown menu and click Explore Data.

3. A preset quadrant will load for the length of your organization's Objective Score, showing the Activity Score, Objective Score, and Productivity Ratio for all Users in your Organization.

If your Organization does not use both Activity and Objective Score, a No Data message will render upon loading. Adjusting the filters in the next step will resolve the No Data message!

4. Click the filters icon,  ,  to slide out the filter panel, allowing you to have drill-down capabilities to capture the exact data, metrics, time frame, and hierarchy levels you are desiring to see. 

5. Metric selection (X and Y axis)

Search by name or scroll to update the metrics used for both the X and Y axis. Click on a metric to select.

X axis = Cause

Y axis = Effect

6. Time frame for both X and Y Axis.

Note: UTC is used as the time standard when using time frame selections. To view data in your respective time zone or across several time zones, we recommend using the "Custom" option.

Time frame options include: 

• Day
• Week
• Month
• Quarter
• Year - at the current time, data for up to 3 years can be viewed
• Custom*

*Selecting "Custom" will allow you to choose a specific start date through a calendar picker.

A custom end date can be selected as well.

At the current time, the custom time frame option can display data for a time range of up to 3 years. ex. January 1st, 2020- January 1st, 2023.

If a custom start date is not selected, also update the length of time you'd wish to view. 

Select between 1-100 units of time.

Determine the end range of your data set by selecting either today or a custom ending time.

7. Hierarchy Level

Select the appropriate hierarchy level for the data you are looking to analyze.

Read more about Ambition Hierarchy Levels here.

Hierarchy Level is the level of user, team, role, etc that you wish to view their data

Do I want to view data for a User(s)? Do I need data for all of my teams?

Selection Type will display options of All, Within, Custom.

Is this data for Users > All? Users > Within > BDR Role? Users > Custom > Joe Smith?

8. Include or exclude weekends in your data through the Include Weekend toggle.

9. Include or exclude outliers in your data through the Show Outliers toggle.

10. Select the Apply Filters button to update the quadrant with your filter changes. Applying filters will reload your quadrant report with the newly selected filters.

Use the Quadrant

Input? Output? What Am I Seeing?

The quadrant is, by default, based on the cross section of Activity Scores vs Objective Scores.

The level of input is based on Activity Scores. What level of work is a user inputting on a daily basis?

The level of output is based on Objective Scores. What level of output is a user generating on a monthly basis?

Watch how National Business Capital uses the quadrant to catch red flags.

High Input, High Output

Average Daily Activity Score: 98
Monthly Objective Score: 94

These folks deserve a high five, a shoutout, a congratulations from their manager. Let them know you recognize their hustle.

Low Input, Low Output

Average Daily Activity Score: 23
Monthly Objective Score: 22

These users need some long term strategies. This is not a one and done fix, but a chance to work on the whole process.

Set a goal first thing. Pick a metric on the front end of the sales process.

Once that goal is met and exceeded, create a new goal further in the sales process.

High Input, Low Output

Average Daily Activity Score: 104
Monthly Objective Score: 19

Lots of work is being done without much payoff. Let's change that and move these users into the High Input, High Output.

Find where the gap in process is occurring. Present an area that can help fill the gap and turn out results. "If you do five times more of X, this is what your bonus could look like."

If the high input with no results continues, these users can easily burn out and shift to the left in the Quadrant.

The drive is there. Let's focus on turning that work into results.

Low Input, High Output

Average Daily Activity Score: 31
Monthly Objective Score: 123

First, make sure users are correctly logging their activity. If logging is correct and you want more revenue? These are the users to motivate!

For little input they have achieved high output, which makes you wonder what's their true potential if motivated to step up their input.

It may be these users send captivating emails or are magic at converting leads. No matter the reason, finding out what they are doing to achieve high output can only help your organization.