Find where the plan slips, team by team

Quotain grades practice and recorded calls on your own scorecards, then sums up each team in plain language with its weakest skill and the manager action to take next.

Team progress in Quotain for the past 30 days. The Team brief reads: Discovery is holding across teams; negotiation calls give up price before value is anchored, most often on the Enterprise team. By stage, the weakest skill is Established the current approach for Cold call, Explored business consequences for Discovery, Confirmed the decision process for Demo, Anchored value before price for Negotiation, flagged, and Secured a dated next step for Renewal.

From the whole org to one call in three steps. The same Progress view follows your filter from the organization to a team to a single rep.

  1. Organization

    The organization in one read.

    The Team brief sums up the period, and filtering by stage shows the weakest skill in each part of your sales process.

    Organization scope: Team progress with the Team brief and the weakest skill for each stage. Negotiation is flagged on Anchored value before price.
  2. Team

    One team, its weakest skill.

    Filter to a team and the brief rewrites itself. Skill gaps and improvement themes show what keeps coming up in that team's calls.

    Team scope: Enterprise progress. The brief rewrites for the Enterprise team, with skill gaps ranked Anchored value before price, Secured a dated next step and Confirmed the decision process, and two improvement themes.
  3. Rep

    One rep, one action for the manager.

    Narrow to a rep and Quotain names the manager action, with the latest call one click away.

    Rep scope: Jordan Park’s progress, readiness At risk. The manager action reads Run a 1:1 around Anchored value before price and assign one retry, with Open latest for the pricing review with Vela Systems and Next 1:1.

Built with the teams putting strategy into practice

Questions revenue leaders ask before rolling out Quotain

What does a sales leader see in Quotain?

Progress for the whole organization, a team or one rep, over the period you choose. Each view opens with an AI brief of the range, then skill gaps, improvement themes and readiness, all graded on your own scorecards. Filter by stage to see where each part of your sales process is weakest.

How does a gap turn into action?

Narrow Progress to the rep and Quotain names the manager action for their readiness, such as a 1:1 around the weakest skill and one retry. Managers see the same reps in their coaching queue, with the latest call one click away.

Does Quotain grade recorded calls as well as practice?

Yes. Connect your call recorder and recorded calls are graded on the same scorecards as practice, so Progress shows whether the behavior you trained reached the field. Use it next to your pipeline and outcome measures when you plan the quarter.

Make the plan show up in every call

Book a demo to see your teams summed up from their own practice and calls, or try a simulation now.