01 Drill-down
Per rep
Real-time dashboards show every rep's activity, conversion rate, pipeline, and quality score. AI-generated manager reports summarize a rep's period with strengths, concerns, coaching points, and 1:1 discussion topics — saving hours of prep.
A rep with 100 weekly activities looks great until you notice 80 of them are "Phone call — voicemail". BoldReach surfaces quality signals next to activity counts: % with voice notes, % GPS-verified, % converted into deal movement. The picture changes.
Click "Generate coaching report" on a rep and get a structured summary: strengths from the period, concerns to flag, specific coaching points with evidence, suggested 1:1 discussion topics. Saves managers hours of pre-meeting prep.
If a rep's GPS check-ins all happen within a 100m radius for the week, BoldReach flags it. Sometimes it's the rep's home office; sometimes it's a coachable signal. Either way, the manager sees the pattern.