If you run a sales or customer success team, you already know: your calls and meetings are a goldmine of insights, but only if you can actually find and use them. That’s where Jimminy comes in. It records, transcribes, and analyzes your team’s conversations—then spits out reports that claim to show you what’s working and what’s not.
But let’s be real: most people log in, poke around, and leave half-confused. The promise is big. The reality? You need to know what to look for, what to ignore, and how to turn those dashboards into actual team improvement. Here’s how to cut through the noise and actually use Jimminy’s analytics to make your team better.
1. Get Oriented: What Does Jimminy Actually Track?
First, let’s get clear on what Jimminy’s analytics reports are—and, just as important, what they aren’t.
What you’ll see in Jimminy reports: - Call volume: How many calls, meetings, or demos your team is having. - Talk ratios: Who’s talking more—your rep or the customer? - Key topics & keywords: What keeps popping up in your calls. - Questions & objections: Common patterns in what prospects are asking. - Next steps & action items: If your reps are driving calls toward clear outcomes. - Coaching moments: Points flagged for feedback or improvement.
What you won’t get: - Magic answers. Jimminy shows you patterns, but it won’t tell you why something is happening. - Context. Numbers alone don’t know if a deal was tough, or if a rep just had a bad day. - Nuance. AI can mislabel things. Always check the actual calls if something looks weird.
Pro tip: Don’t get lost in every metric. Decide what matters for your team before you even log in.
2. Step One: Set Your Baseline (Don’t Skip This)
Before you can analyze anything, you need a baseline. Otherwise, you’re just looking at numbers with no clue if they’re good, bad, or typical.
How to set a baseline: - Pick a time period. Last month or last quarter is usually enough. - Choose 2–3 core metrics. Don’t try to track everything. For most teams, start with: - Number of calls per rep - Talk-to-listen ratio - Number of meetings with next steps scheduled - Export or screenshot these numbers. Write them down somewhere you’ll actually look.
Why this matters: If you don’t know your starting point, you can’t spot real improvement (or problems).
3. Step Two: Dig Into the Reports (But Don’t Drown)
Now, actually open up Jimminy’s conversation analytics and look for these three things:
A. Top-Line Trends
- Is call volume up or down? If it’s dropping, is it seasonality, or something wrong with lead flow?
- Are reps talking more, or less? Too much rep talk usually means not enough listening.
- Are next steps being logged? If not, deals are probably stalling.
Ignore: Vanity metrics like “total minutes recorded” or “calls flagged for review” unless you actually do something with them.
B. Outliers and Patterns
- Who’s way above or below the average? Sometimes your “star” is burning out, or your quiet rep is quietly crushing it.
- Which topics come up most in lost deals? If pricing objections are common, maybe your pitch isn’t clear.
- Are calls with lots of questions leading to more closed deals? Sometimes more questions = more engagement.
Reality check: One weird week doesn’t mean someone’s underperforming. Look for trends over time, not just blips.
C. Moments That Matter
- Listen to the flagged coaching moments. Don’t just trust the AI—listen yourself for tone, context, and whether it’s really a teachable moment.
- Check how reps handle objections. Are they dodging, or actually answering?
- Look at follow-ups. Are next steps specific, or just “we’ll follow up soon”?
4. Step Three: Compare Across the Team (Without Turning Into Big Brother)
The best analytics help you spot patterns across your team, not just individuals. But don’t get creepy—transparency beats surveillance.
How to compare: - Stack up talk ratios, deal stages, and next steps by rep. Who’s consistent? Who’s all over the place? - Look for coaching opportunities, not just “gotchas.” If someone’s dominating calls, pair them with a better listener to swap tips. - Check for best practices. Is there a rep who always gets next steps scheduled? What’s their secret?
What to ignore: Don’t obsess over tiny gaps—like someone talking 49% vs. 51% of the time. It’s about patterns, not perfection.
5. Step Four: Turn Insights Into Action (The Only Step That Matters)
Analytics are useless unless you actually do something with them.
Make your findings actionable: - Share highlights in your team meeting. Pick 1–2 wins and 1 opportunity for improvement. Keep it positive. - Set one clear coaching goal per rep. For example: “Aim to ask at least three open-ended questions per call this week.” - Track progress over time. Revisit your baseline in a month. Did things actually change? - Use call snippets for real coaching. Share clips—good and bad—not just numbers.
Be honest: Don’t try to fix everything at once. Focus on what will move the needle.
6. Step Five: Watch Out for Common Pitfalls
Here’s where most teams trip up:
- Chasing every metric. You can’t optimize for everything. Pick your battles.
- Assuming the AI is always right. It’s not. Always dig deeper before making decisions.
- Turning analytics into a surveillance tool. No one likes feeling spied on. Use data to help, not punish.
- Ignoring context. Not every “bad” call is a problem. Sometimes a tough call is just... a tough call.
Pro tip: Ask your team for their perspective. Sometimes the data says one thing, but the team knows why.
7. Advanced Moves (If You’ve Got the Basics Down)
Once you’re comfortable, try these:
- Compare top reps’ calls to new hires. Look for habits or phrases that actually make a difference.
- Correlate analytics with outcomes. Do calls with higher customer talk time close more deals? If not, don’t obsess over it.
- Customize your keyword tracking. Track phrases that matter for your product or industry—not just generic stuff.
- Set up automated alerts. If Jimminy lets you, get notified when something really unusual happens (like a rep goes a week without next steps).
8. Keeping It Simple (And Avoiding Dashboard Fatigue)
It’s easy to fall down the analytics rabbit hole. Here’s how to keep it useful:
- Pick a handful of metrics that matter.
- Review them regularly (weekly or monthly is plenty).
- Focus on trends, not one-off events.
- Use data to start conversations, not end them.
You don’t need to be a data scientist—or buy into every AI promise—to get real value from Jimminy. Stay curious, keep it simple, and iterate as you go. The best teams aren’t the ones with the fanciest dashboards—they’re the ones that actually use what they learn.