> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# See where your team loses calls in AI Coaching

> For owners and admins: see every rep's skills on real calls, act on what Ari flags, and give each rep the practice that fixes it.

The **Team** tab is the manager's view of AI Coaching. In a few minutes you see which skills and
objections cost your team calls, who practiced this week, and how training plans are going. One
click takes you from a weak score to the calls behind it, or to the practice that fixes it.

> [!NOTE]
>
> The **Team** tab is for the team owner and Admin seats. Reps don't see it. Open **Coaching** in
> your sidebar and you land on **Team**.

At the top, pick the range: **Last 7 days**, **Last 30 days** (the default) or **Last 90 days**.
**Assign practice** opens the list of training plans, so you can pick one and choose the reps.

## The tiles

| Tile | What it shows |
| - | - |
| **Practiced this week** | Reps with a scored practice call this week, out of the reps who made a real call in the last 14 days. |
| **Practice calls** | Scored practice calls this week, compared with the same point last week. |
| **Team score on real calls** | The average overall score of reps with 10 or more scored real calls in the range, and how it changed. |
| **Certified** | How many reps earned a certificate, and how many are working toward one. |

Owners and admins aren't counted on the **Team** tab, even if they dial.

## What Ari suggests

**Ari suggests** shows up to three cards for the week, each one a fixed rule that fired on your
team's calls. The cards only propose: nothing reaches a rep until you act. They're made on Monday
morning, or on your first visit that week, and the section is hidden when no rule fired.

| Card | When it shows | What you can do |
| - | - | - |
| Reps keep losing calls at an objection, such as "Four reps keep losing calls at “Just send me an email”" | One objection ended 10 or more calls in the last 7 days, across 3 or more reps, and a teammate booked a meeting on a call where it came up. | **See the calls**, or assign practice to those reps. If no practice call of yours covers the objection, Ari drafts one from your team's calls and opens it for you to check first. |
| A rep has stopped practicing and a skill fell | A rep who practiced before hasn't for 7 days or more, still made real calls, and a skill dropped 5 points or more. | Open that rep's calls, lowest on the skill first, or **Nudge** them. |
| A call is worth sharing | A recorded real call scored 85 or more and handled the week's costliest objection. | **Listen**, or **Add to Best calls**. |

Click × on a card to hide it for the rest of the week.

## Skills on real calls

The heatmap has one row for each rep with a scored real call in the range. There's a column for
each skill your team scores, plus **Practice this week** and **Trend**. Colors run from
**under 60** to **80+**. Click a column header to sort.

* **Click a score** to open that rep's calls in **Call history** for the same range, sorted lowest
  on that skill first.
* **Click a rep's name** to open their **My coaching**, read only.
* **Practice this week** shows a red **none** for a rep who dialed this week but didn't practice.
* **Trend** compares the rep's overall score with the range before. Within 1 point it reads
  **flat**.
* **Rep group** filters the rows. It shows when you have saved groups of reps.

A dash in a cell means there aren't enough calls yet: the rep needs 10 scored real calls in the
range, and 5 that show that skill.

## Training plans in progress

One card for each training plan with open assignments. A bar shows how many reps finished, are on
track or are behind, with the soonest due date. Click a card to open the plan's progress. See
[Assign training plans](https://docs.salesfinity.ai/coaching/training-plans.md).

## Nudge a rep

**Nudge** a rep from an **Ari suggests** card or from a training plan's progress. The rep gets a
notification in the app right away, such as "Taylor asked you to fit in a practice call today",
with today's focus. A copy goes by Slack or email between 8 am and 6 pm their time. You can nudge
each rep once a day. You can't nudge another owner or admin.

## Your Monday digest

On Monday morning, owners and admins who assigned a training plan with
**Monday digest to me: who practiced, who improved** switched on get "Your team’s coaching this
week". The switch is on by default. The digest says:

* who practiced last week and who didn't
* who improved most on real calls
* which training plans are due this week, and who's behind
* new certificates
* the top **Ari suggests** card

When there's nothing to say, no digest is sent.

## A weekly rhythm that works

> [!NOTE]
>
> These are suggestions built on what the product does. Change the rhythm to fit your team.

| When | What | Where |
| - | - | - |
| Monday | Read **Ari suggests** and the heatmap. Pick one skill or objection. | **Team** |
| Monday | Write or update the battle card for it, so reps have the answer. | [Battle cards](https://docs.salesfinity.ai/coaching/battle-cards.md) |
| Monday | Assign a training plan for it, due Friday. | **Assign practice** |
| Tuesday to Thursday | Reps practice a few minutes a day. Nudge anyone who hasn't started. | **Training plans in progress** |
| Friday | Play the best real call of the week in your team meeting, and add it to Best calls. | [Best calls](https://docs.salesfinity.ai/coaching/best-calls.md) |
| The week after | Check the same skill on real calls. | **Skills on real calls** |

Pick one thing at a time. "Get past “Just send me an email”" is something reps can practice. "Get
better at calls" isn't.

## Good to know

> **Why is a rep's cell a dash?**
>
> The rep needs 10 scored real calls in the range, and 5 of them that show the skill. A call is
> scored when a person answered, it lasted longer than a minute and it was recorded, unless your
> team changed those rules. See [Score calls with your team's rubric](https://docs.salesfinity.ai/calls/call-scoring.md).

> **Why is Ari suggests empty?**
>
> No rule fired this week. Small teams, and teams with few scored calls, may not see cards every
> week.

> **Does Ari assign practice on its own?**
>
> No. Ari's cards only propose, and every practice call Ari drafts opens for you to check before
> any rep sees it. A training plan is assigned automatically only when you switch that on for the
> plan.

> **How fresh are the numbers?**
>
> A rep's numbers update each time one of their real calls is scored, and a catch-up runs every
> night.

> **Can I see a rep's practice recordings?**
>
> Only the attempts they submit to you. You see every rep's best score on each training plan
> step, and their scores on real calls.

## Next steps

> **[Assign training plans](https://docs.salesfinity.ai/coaching/training-plans.md)**
>
> Give reps practice calls in order, with a due date and a certificate.

> **[Build a practice call](https://docs.salesfinity.ai/coaching/practice-calls.md#build-a-practice-call)**
>
> One sentence or a real call becomes a practice call in about 10 seconds.


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