Process Tab

Process Metrics

The Process tab on the Call Analytics page measures how consistently you execute the mechanics of a strong call and how closely you follow your team's process.

Process Mechanics

A grid of cards tracks key call mechanics, each showing how often you executed it (yes / no / partial) across your calls. Where outcome data exists, cards also show the win rate when you did versus didn't perform that step. A Micro-Commits card shows your average number of small commitments secured per call.

Process Adherence

This section measures how closely your calls follow your organization's standard process, with an overall letter grade:

• Grade Distribution — How your call grades are spread.
• Process Grade Trend — Whether your adherence grade is improving over time.

Phase Grades

When available, per-phase grades break your process adherence down by call phase, each with its own letter grade so you can see which phases are strongest and weakest.

How to Use Process Data

1. Open Call Analytics and click the Process tab.
2. Look for mechanics you frequently skip or only partially execute.
3. Where win-rate data is shown, note which steps correlate with closing.
4. Use the period selector and Filters to check whether your process consistency is trending up over time.

Consistent process execution is one of the strongest predictors of sales success — even small gains on skipped steps add up.