The Quadrant Reporting feature takes the guesswork out of productivity measures.
On the Quadrant, you can see each of your Users based on correlation to their Activity and Objective Scores.
Each point on the Quadrant represents a User. When the point is clicked on you will be able to see: the User's name, Activity Score, Objective Score, and Productivity Rate.
Based on where a User is displayed, you can have the appropriate game changing or encouraging conversation that needs to happen.
Access the Quadrant
1. Click the the quick actions button, Analytics and Alerts > Analytics, or the left navigation, Reporting > Analytics.
2. Click the Filters button to slide out the filter panel.
3. In the Filters pane, select Quadrant from the Mode dropdown menu.
4. A present 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 utilize 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!
5. Click the Filters button, , to slide out the filter panel, allowing you to have drill-down capabilities to capture cause and effect relationships for the specific Time Frame and Hierarchy Levels you wish to view.
6. 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
7. Time Frame for both X and Y Axis
Time Frames Options include:
*Selecting Custom will allow you to choose a specific Start date through a calendar picker.
A custom End Date can be selected as well.
If a Custom start date is not selected, also update the Length of time you'd wish to view.
Determine the end range of your data set by selecting either Today or a Custom Ending time.
8. 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?
9. Include or exclude weekends in your data through the Include Weekend toggle.
10. Include or exclude outliers in your data through the Show Outliers toggle.
11. To save your changes, select the green Apply Filters button. This will reload your Quadrant report using the newly selected filters.
Utilize the Quadrant
Input? Output? What Am I Seeing?
The Quadrant is 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.
Save Quadrant Reports
Instead of bookmarking frequently visited reports, you can save them directly in Ambition.
1. Once you're happy with your filter option, click the Reports button.
2. Click + Save Report.
3. Name your report and click the green Save button.
All saved reports can be reaccessed through the Reports button.
Export Quadrant Data
Due to the dynamic display of the Quadrant, the quadrant and ratio table is not inherently exportable from Ambition.
However a report displaying the raw metric values could be exported in CSV form via Ambition's Spreadsheet reporting utilizing the same filters for Time Range, Metric, and Hierarchy.
Since the quadrant itself is not as helpful without knowing who the data points represent, we recommend taking a screen shot of the ratio table if that data is needed!