Optimize Your Sales Performance with Ease
Sales Audit continuously measures sales execution and coaching effectiveness, turning scattered inputs into clear, benchmarked insights your team can act on.
How is Your Sales Team Actually Doing?
Sales organizations are drowning in data but starving for insight and a path to winning – consistently.
The Challenge
Only 34% of companies have a structured method to understand what makes top sellers successful. (CSO Insights)
66% of sales leaders lack a clear view of team activity and effectiveness. (Salesforce, 2022)
Sales managers spend just 14% of their time on
coaching — and most of that is unstructured. (Gartner)
The Cost
Misalignment with strategy, ineffective sales motions, and inconsistent training cost companies millions annually in missed quota, stalled deals, and team member churn.
Companies invest millions of dollars into revenue
consultants – only to receive a stale, recycled
PowerPoint presentation with no sustainable execution power.
Analysis of studies, including Salesforce (State of Sales, 2022), reported that only 26% of sales leaders were “completely satisfied” with their forecasting accuracy, implying most leaders lack deep visibility into pipeline and rep performance. The CSO Insights 2019 Sales Enablement Report found fewer than 35% of organizations had a formal approach to understanding and replicating top seller behavior.
Sales Performance Shouldn’t Be a Guessing Game
Sales leaders today rely on disconnected tools and outdated audits that fail to deliver continuous insight.
Your options today are limited
There are challenges in understanding and driving
improvement into your Sales Team’s performance:
- Random dashboards
- Limited sales activity information
- Fragmented, ”garbage-in-garbage” out data
- Underutilized teams
- Unknown strategic alignment
- Leakage in the sales funnel
Until now, the only option has been to hire revenue consultants who will…
Slow down your team with endless interviews and deliver a presentation with generic findings and no actionable next steps while taking weeks – already out-of-date by the time the work is complete.
To be a one-hit play at best with zero on-going support and insights costing more than your entire marketing budget.
Unlock Sales Excellence
Bridge the gap between expectations and execution with data-driven insights that empower your team to perform at their best.
Align Sales Goals with Real-World Execution
Bridging the gap between expectations and performance is essential for long-term sales success. Our comprehensive Sales Audit provides in-depth, data-driven insights to help you:
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Identify strengths and weaknesses
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Pinpoint performance gaps at all levels
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Uncover opportunities for leadership-driven growth
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Align sales strategies with leadership goals and market demands
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Develop actionable recommendations for sustained success
Sales Audit is the Game Changer
Your AI-powered sales assessment platform.
Analyze
Customized, proprietary assessments evaluate key areas of performance based on your company’s unique profile.
- Customized assessment based on your industry, growth trajectory, aspirations, and other key factors.
- Sale Audit model leverages hundreds of evaluation points and decades of front-line-to-executive sales experience to assess your sales process, operating model, and team psychology.
- Quick pulses to gather data from your sales teams and stakeholders.
- Zero integration time through a one-touch launch.
- Assessments tailored to role levels and sales teams/departments.
- Dashboard
- Questionnaire
- Analytics
- Insights
- JD
Dashboard
My Progress
Questionnaire Results
TAG Pulse: Stability and Mission Focus Pulse - Due Date: 07/04/2026
Overall Performance
The audit reveals a mixed performance for user 10. There are areas of exceptional strength, particularly in the utilization of AI for routine tasks and strategic alignment with customer retention goals. However, these are counterbalanced by significant weaknesses in foundational areas such as CRM training, data accessibility, and the effective use of technology to drive efficiency and market share. The overall performance indicates a gap between adopting tools and strategies and translating them into tangible, efficient outcomes.
Trends
Overall Performance Over Time
Sample data shown. The charts and graphs displayed here represent a selection of results and may not include all available data.
Adapt
Your targeted dashboard turns data into a living command center where every number tells a story, every insight sparks action, and every decision drives growth.
- Understand how your sales organization is performing at a glance.
- Drill into any part of the the sales conversion process, technology utilization, operating model performance, and strategic alignment.
- Track up-to-date progress over time with trend analytics and reporting.
- Benchmark performance across teams, individuals, and against targeted comparators.
- Dashboard
- Questionnaire
- Analytics
- Insights
- JD
Analytics and Reporting
Analytic Overview
TAG Pulse: TAG Healthcare & Human Services Pulse Survey
June 20, 2026
Overall Performance
The audit reveals a mixed performance for user 10. There are areas of exceptional strength, particularly in the utilization of AI for routine tasks and strategic alignment with customer retention goals. However, these are counterbalanced by significant weaknesses in foundational areas such as CRM training, data accessibility, and the effective use of technology to drive efficiency and market share. The overall performance indicates a gap between adopting tools and strategies and translating them into tangible, efficient outcomes.
Trends
Overall Performance Over Time
Sales Rep
Company Scores By Role
Sales Department
Company Scores By Department
Sample data shown. The charts and graphs displayed here represent a selection of results and may not include all available data.
Achieve
Sales Audit’s AI grades your results, writes plain-language feedback, and builds a prioritized roadmap.
- Sales Audit AI-powered insights to identify, highlight, and create the success roadmap for your sales organization performance.
- Proprietary Sales Audit model unlocks unparalleled insights, delivering tangible score improvements through targeted insights.
- Continuously evolving to meet your organization with the highest impact opportunities across the organization, within specific teams, or at the individual level.
- Dashboard
- Questionnaire
- Analytics
- Insights
- JD
Analytics and Reporting
Insights Overview
TAG Pulse: TAG Healthcare & Human Services Pulse Survey
June 20, 2026
Overall Performance
The audit results for user 10 show a significant contrast in performance between two main areas. There is exceptional strength in ‘Strategy Alignment,’ particularly regarding the understanding of business goals and the focus on professional development. Conversely, there are considerable weaknesses across ‘Technology Integration.’ The user reports major challenges with the CRM’s functionality, poor integration of AI tools, and a lack of training and effectiveness in data and analytics. While AI is noted to reduce errors, its overall integration and the utility of other sales technologies are rated very poorly.
Strength
Business Goals Alignment
The user demonstrates an outstanding understanding of and alignment with business goals. Sales goals are clearly communicated, and there is a strong organizational commitment to continuous learning and professional development, which are seen as integral to performance.
Impact of an AI Efficiency
Despite overall low scores in technology, AI tools are perceived as effective in reducing errors and redundancies within sales processes, indicating a positive impact in this specific area.
Weakness
Data & Analytics
This is the weakest area. The user reports a complete lack of training for analytics tools and indicates that forecasting processes fail to incorporate crucial external market factors, leading to low confidence in data-driven practices.
Market Positioning
There is a notable gap in market positioning. The feedback suggests that target customers do not clearly recognize or understand the company’s unique value proposition.
Technology Integration
Overall technology integration is a significant area of weakness. This is driven by very low satisfaction with the CRM, poor integration of AI tools, and a lack of adoption and training for data analytics platforms.
CRM Effectiveness
The CRM system is a major point of friction. It is perceived as lacking the essential tools and features needed for the user to perform their role effectively, and its customization for team needs is only considered moderate.
Section Performance
Data & Analytics
This area shows significant challenges across the board, with low scores in CRM, AI integration, and Data & Analytics, indicating a systemic issue with the sales technology stack.
CRM Effectiveness
The CRM is perceived as a barrier to effectiveness, primarily due to a lack of essential tools and features for the user's role.
AI & Automation
Performance in this area is mixed. While AI is seen as effective at reducing errors, its integration into existing platforms is considered very poor.
Data & Analysis
This is a critical area for improvement, with very low scores related to a lack of training on analytics tools and a failure to incorporate external factors into forecasting.
Sample data shown. The charts and graphs displayed here represent a selection of results and may not include all available data.
Choose Your Next Step
- General Inquiries