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View team reports

With Hippo Video, you can now track the progress of each team member using our team reports feature. It also helps to track and improve your team’s progress continuously with a few key metrics such as videos created, videos played, contacts added, and much more. In addition to that, you can also get a snapshot of top-performing team members. If needed, you can download the reports using date range selection to your local drive. We've also added a filtering option for groups inside team reports. With this feature, you can keep track of user performance across different groups. Here are some ways to compare data:

  • Entire group 

  • Current week with the previous week

  • Current month with the previous month, etc., 

With these comparisons, you can evaluate the team's performance accordingly.

Use Cases:

  • Admin team can understand whether the licenses they have bought are being utilized 

  • If any of their team members are getting more attention span than others, they can understand the best practices employed by them and pass them along to the rest of the team 

  • If any of their team members have started sending more videos than the previous week, this trend can be identified and the team member can be encouraged to continue which helps in increasing the closures 

  • Engagement metrics help to understand that videos play a major role in the sales process. 


Plan details:

  • Sales Trial, Growth, and Enterprise plan


Prerequisite :

  • Profile: Standard Admin (Overall Team Reports & Detailed Reports); Standard User (Detailed Reports)

  • Permission: Team Reports (Overall Team Reports or Detailed Reports)

Or you can create custom profiles to enable this permission for other users. Click here to learn how to create custom profiles.


Here's a quick demo on how to view team reports,


To track your team members progress follow the steps given below:

  1. Go to the Team Reports icon from the left navbar.

  2. Overall Team Reports tab: Below the overall team reports tab, the details will appear with a few key metrics. Here, the first section of the page shows the data of all the team members and the second section shows the data of each team member. 

Note: Below the First Name column, you can see whether the user belongs to a group or not i.e. As you can see in the example below, if the user belongs to a group, you'll find the group name called ‘Product’ below the respective email address called Poorani <poorani+support@...’> and if the user does not belong to any group, you'll find the message ‘Not associated with any group’ below the respective email address.


Below you will find a table that details the data of all the team members:

            



Below you will find a table that details the data of each team member:




  1. Detailed Reports tab: The detailed report tab gives you a summary of how your top 20 users are performing based on Videos created, Videos played, Average page time, Average video attention span, and Videos shared. 

Below you will find a table that details the data of the top 20 users based on their activities made against videos:




  1. Date-range selectorThe data-range selector is located at the top left. You can use the date range selectors, to view the reports for a given time period i.e. Last 7 daysLast 30 daysLast 90 days, and Custom (select the date, month, and year).

  1. Filter user: The filter user option allows you to search the details for the selected users. To apply filter user, click on the drop-down option and select the appropriate users by checking the box near the email address. 

Once you’re done, click Apply. The details of the selected users will get listed as shown in the below example.



Note: To remove the filter, click on Clear filters below the Filter user

           

Note: If you used any filtering options (users and groups) under overall team reports, that will be reflected under detailed reports, too, and vice versa.
  1. Filter groups: The filter groups option allows you to search the details for the selected groups. To apply filter groups, click on the drop-down option and select the appropriate groups by checking the box near the group name. 

Once you’re done, click Apply. The details of the selected groups will get listed as shown in the below example.



Note: To remove the filter, click on Clear filters below the Filter groups

Note: For the detailed reports, you can compare the data for the entire group; from the current week to the previous week or the current month with the previous month, etc., and evaluate your team's performance accordingly.
  1. Download reports: The Download Reports at the top right enable you to download the reports for the selected time period, in ‘.csv’ and ‘.xls’ formats to your local drive. 

Note: Choosing the Download Reports link from either of the tabs will allow you to download both the overall team report and the detailed report. Reports that are downloaded will have the overall data, as filters are not applicable except for the date range. The name of the downloaded file will reflect the date range selection, which makes it easier to compare the data of the Detailed Reports widgets in the downloaded reports. Furthermore, groups are included as a separate column in the downloaded reports! You can utilize the filtering capabilities of Excel to fulfil all your reporting needs for all the different groups such as SDRs, AEs, LDRs, etc.

Where can I find my Email Digest for Team Reports?

In your inbox, you will receive a weekly digest report of your teams, as well as a weekly digest report of your performance. There will be two types of reports: As an admin, you will receive a weekly team digest report, while as a user, you will receive a weekly digest report.

Weekly team digest report: Highlights the performance of your top five team members with the key metrics such as Total videos created, played, & shared and Contacts added.


The View my team’s report button directs you to a product where you can find more information.


Weekly digest report: Highlights your performance with the key metrics such as Total videos created, played, & shared, Contacts added and Email replies.

 
The View Dashboard button directs you to a product where you can find more information.




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