Resources Case Studies Disengaged Sales Executive
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Resources Case Studies Disengaged Sales ExecutiveCustomer Success Story

Sales Organization



Report Cohort

Sales Executives: 68
380K+ Data Points
3M+ Data Points


November 3, 2023 – March 8, 2024

Microsoft 365 Salesforce Integration
Compass Reports Case Study

Disengaged Sales Executive

This report provides a comprehensive analysis of the Company’s Sales organization, dissecting productivity and collaboration patterns across 4 distinct groups: A, B, C and D. The company has made multiple acquisitions and so is made up of several unique teams.

The objectives were to a) uncover patterns that would illustrate best practices as well as opportunities for improvement, and b) better understand the contributions of one problem sales rep who seemed disengaged.

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