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Stats

See how your sales users adopt uman, team by team, and get an overview of your workspace's sales meetings.

Stats, at the bottom of the sidebar, shows how your sales team uses uman. You see it if you're a workspace admin, a sales admin or a team manager, and what you see depends on that:

  • Workspace admins: the Users tab, with every sales user in the workspace.

  • Team managers: the Users tab, with only the sales users in the teams they manage.

  • Sales admins: the Sales meetings tab.

Someone with more than one of these roles sees both tabs. A workspace admin names team managers per team: see Teams.

📈 User adoption

The Users tab lists your sales users: everyone with a Sales license. For each one you see an adoption status, their calendar and CRM connection, and how often they used uman's main features.

Statuses

Each sales user gets one status, based on the last 4 full weeks:

  • Champion: uses uman regularly, on several days a week, and uses its features every week.

  • Adopted: uses uman regularly, and used a feature in most of the last 4 weeks.

  • Exploring: used a feature, but not regularly.

  • Logs in only: opened uman, but used no features.

  • Dormant: not active in the last 4 weeks.

Click How user adoption works at the top of the tab for the exact rules. Assisted meetings don't count as using a feature: uman makes their follow-up without the user doing anything. Click a status above the cards to show only the users who have it.

Cards

The cards count how many sales users did something: Licenses in use, Was active, Used any feature, Prepped for a meeting, Had a meeting assisted, Followed up on a meeting, Used the mobile app, Chatted with AI, Worked on signals, Did outreach and Wrote to the CRM.

  • Switch between Last 7 days and Last 4 weeks. With Last 4 weeks, a card counts a user once if they did it at any point in the last 4 full weeks. The switch changes the cards and the feature columns, not the statuses.

  • Each card shows the number of users out of the total, as a percentage, and on its second line the other period.

  • Click a card to highlight the users it counts in the list.

The list

Search for a user, or filter on Team. The columns show each user's Last seen, Team, Status, whether their Calendar and CRM are syncing, their Activity (12 wk) (the days they used uman, on the web or on mobile, over the last 12 weeks) and one column per feature: Meetings prepped, Meetings assisted, Meetings followed up, Mobile, AI chat, Signals, Outreach and CRM writes. Hover a column's title to see what it counts.

One user's results

Click a user's name to see their results over the last 28 days, day by day: contacts enrolled in outreach, outreach tasks done, sales meetings, and deals created in your CRM. Below that, you see how they rank on sales meetings, outreach and pipeline creation, within their Team or across the Workspace. When their team is too small to compare, or they have no team, they're only compared with the whole workspace.

📅 Sales meetings

Sales admins see Sales meeting analytics: every sales meeting in the workspace, with its Account (or Company), Industry, Deal (or Opportunity), Internal participants, External participants, Status, Start time and End time. Search for a meeting, filter on Accounts, Deals, Users or Teams, or click Export to Excel to download the list.

Stats, Sales meetings: search, filters and Export to Excel

💡 Good to know

  • The Users tab can't be exported to Excel.

  • Being a team manager only opens Stats for the teams you manage. It gives you no other rights.

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