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DASHBOARD & INSIGHTS

Every metric that matters, all in one place

Track performance, spot trends, and get instant answers — for individual reps and the whole team.

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A clear pulse, not more noise.

The numbers that matter

Four key metrics give managers an instant pulse check on every rep's activity and performance.

Team performance

Current reporting period

  1. Month
  2. Week
  3. Year
  4. Custom
48+12%

Live Assistant Sessions

Real calls assisted by the AI this month.

134+24%

Practice Sessions

Playground sessions completed by your team.

78%+6pts

Average Score

Mean practice score across all reps this period.

23-8%

Coaching Triggers

Moments flagged for manager follow-up.

Visual performance insights

Sessions Over Time

Live Assistant & Practice sessions tracked weekly

  • Live sessions
  • Practice sessions
Sessions over timeLine chart showing weekly sessions rising overall from week 1 to week 8, with small dips in weeks 3 and 6.

Coaching Triggers

Breakdown by trigger type

  • Objection Handling40%
  • Closing Technique30%
  • Value Proposition20%
  • Other10%

Recent Practice Sessions

RepSession TypeScoreDateStatus
Sarah J.Cold Call92%TodayReviewed
Marcus T.Email74%YesterdayNeeds coaching
Aisha L.Cold Call88%2 days agoReviewed
Dan K.Email61%3 days agoNeeds coaching

Meet Lizzie

Your always-on AI sales assistant.

Lizzie lives inside your Dashboard and answers any question — instantly. Whether you need information from your own knowledge base or broader sales research, Lizzie has you covered.

Knowledge Base Mode

Ask questions grounded in your own sales documents — playbooks, ICPs, and pricing guides. Lizzie cites the source.

Internet Mode

Broaden your research beyond your own docs. Ask Lizzie to research prospects, industries, or competitors in real time.

LizzieOnline
  1. Lizzie

    Hi! I'm Lizzie. Ask me anything about your sales performance or knowledge base.

  2. You

    What were our top coaching triggers last week?

  3. Lizzie

    Last week's top trigger was Objection Handling — 8 sessions flagged. I'd recommend reviewing your objection scripts in the Knowledge Base.

Connect your calendar

See upcoming meetings in your Dashboard and launch Live Assistant sessions with one click — no app switching.

Google Calendar

Connect Google Calendar to see your day's meetings and start Live Assistant sessions directly from Dashboard.

  1. See today's scheduled calls
  2. Launch Live Assistant in one click
  3. Auto-attach call notes to events

Microsoft Calendar

Works with Microsoft 365 and Outlook. Keep your sales workflow inside Knowzilla, powered by your existing calendar.

  1. Microsoft 365 & Outlook supported
  2. Meeting context pre-loaded before calls
  3. Notes synced back to calendar events

Today's Schedule

  • 09:30Discovery Call — Acme Corp30 min · Google MeetLaunch
  • 11:00Demo — Globex Solutions45 min · ZoomLaunch
  • 14:00Follow-up — TechStart Ltd30 min · TeamsLaunch

Start coaching with confidence.

Give your managers the visibility they need to build a high-performing sales team.

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