Unlock insights with Bliro analytics, which gives you powerful ways to extract more value from your meetings. From coaching and feedback to playbook monitoring and sales call qualification, analytics now let you dig deeper and uncover actionable insights that sharpen performance across your team.
As an Admin you can set up an analytics template for your organization. You can find the analytics section under the settings.Start by navigating to the analytics section and clicking on Create New Template.
First, give your template a clear and descriptive name. You can also add a short description if necessary.
Once named, you can begin building the structure of your template by adding sections. These sections determine the specific data points you want the AI to analyze and display. Simply select all the pre-existing sections you wish to include in your analytics report.
You have the flexibility to customize these sections to fit your needs. If you click on a section, an edit symbol will appear. Here, you can change the name of the section and define the return type of the answer, specifying whether the output should be formatted as full text, bullet points, or another available format.
The following sections are available:
Discovery Questions asked
This section analyzes the discovery questions that the salesperson asked the customer.
Customer Questions asked
This section lists the questions that the customer asked the salesperson.
Discovery Questions asked and Customer Answers
This template provides an analysis of the discovery questions asked by the salesperson and the corresponding answers given by the customer.
Customer Questions asked and Sales Answers
This section analyzes the questions asked by the customer and the answers the salesperson provided in response.
Customer Objections
This section identifies the objections that were raised by the customer during the conversation.
Customer Objections and Sales Handling
This template analyzes the objections raised by the customer and shows how the sales team handled them.
Competitors discussed
This section analyzes if competitors were discussed, identifies which ones, and outlines their pros and cons according to the customer.
AI Sales Coach
This section provides direct feedback to the seller, including a performance score from 0 to 5, and highlights what the seller did well and what they can improve.
MEDDIC, BANT and SPICED Qualification
This template analyzes whether a customer has been properly qualified according to established sales methodologies. The goal is to ensure the sales representative has gathered the critical information needed to determine if a prospect is a good fit.
Output Format: The analysis is presented in a Qualification Tile. Each criterion of the chosen framework (MEDDIC, BANT, or SPICED) is color-coded to show its status:
🟢 Green: The criterion has been directly qualified.
🟡 Yellow: The criterion has been indirectly qualified; there were hints, but clarification is still needed.
🔴 Red: The criterion has not been qualified at all.
Frameworks:
MEDDIC:
Metrics: Did the rep ask about measurable ROI?
Economic Buyer: Was the decision-maker identified?
Decision Criteria: What is the customer evaluating?
Decision Process: How will the customer decide?
Identify Pain: Was a real business pain uncovered?
Champion: Is there an internal advocate?
BANT:
Budget: Was the customer's budget discussed?
Authority: Is the person a decision-maker?
Need: Was a clear need established?
Timeline: Is there a stated timeline for purchase?
SPICED:
Situation: What is the customer's current context?
Pain: What specific problems were identified?
Impact: What is the business impact of the pain?
Critical Event: What deadline or event creates urgency?
Decision: Who decides and how?
Customer Pain Points
This section identifies the current problems and challenges that customers are facing.
Customer Feedback
This analysis captures the feedback that the customer shared about your company or its offerings.
Customer Persona Type according to DISG Framework
This section analyzes the customer's personality to help the seller tailor their communication and sales approach effectively.
Purpose: It identifies which personality type the customer aligns with based on the DISG framework, provides a justification for this classification, and gives the seller actionable advice on how to best sell to that specific persona.
DISG Framework: The analysis is based on four primary personality traits:
D: Dominant (Dominance)
I: Initiativ (Influence)
S: Stetig (Supportiveness)
G: Gewissenhaft (Conscientiousness) .
Customer Engagement Score
This metric provides a quantifiable estimate of the prospect's interest and involvement in the conversation.
Methodology: The score is calculated by analyzing the customer's tone, responsiveness, and enthusiasm. Engaged customers typically ask more questions and provide detailed answers, while disinterested customers may give short or distracted replies.
Metrics
This section analyzes time-based metrics from the call, such as the talk-to-listen ratio and how time was allocated between pitching the product and understanding customer needs.
Engagement Scoring Analytics
This analysis estimates the customer's interest level by looking at their tone, responsiveness, and enthusiasm during the call.
Value Proposition Clarity
This template assesses how effectively the sales representative communicated the product's value to the prospect.
Purpose: It judges whether the rep's explanation was clear and, most importantly, relevant to the specific needs and goals of the prospect. The focus is on a tailored pitch rather than a generic product explanation.
Objection Handling Preparedness
This section evaluates the sales rep's ability to manage and respond to objections raised by the customer.
Purpose: It analyzes whether the representative responded confidently and appropriately when faced with objections regarding price, timing, features, or other concerns. A prepared rep is expected to remain calm and provide strong counterpoints or reassurance.
Decision Readiness Analytics
This section includes analytics that detect if a concrete next action was agreed upon and if the decision maker's involvement was confirmed.
Next Step Set
This is a critical indicator of call success, as it confirms whether the conversation will move forward.
Purpose: It detects whether a concrete, actionable next step was proposed by the rep and agreed upon by the customer. Examples include scheduling a demo, sending a proposal, or booking a follow-up call.
Decision Maker Involved?
This analysis confirms if the representative verified whether the person on the call is a decision-maker or if they identified who else needs to be part of the decision process.
Create your own sections:
For even more tailored insights, you can create your own custom sections by clicking on Create Section on the right side of the screen. When creating a new section, you will need to enter a Title, a unique Key for identification, and a Prompt. The prompt is the most critical part, as it contains the specific instructions used by the AI to analyze the meeting content. At the end of the process, you will once again choose the return type for the answer, ensuring the extracted information is presented in the most useful format for your team.
At the end your analytics could look like this:
After you had a sales call your analytics will look similar to this template.
There is also an analytics guide for members. More information here
We Want Your Feedback!
What do you want to have featured next in analytics templates? We are more than happy to receive feedback of any kind from you! Please do not hesitate to get in touch at [email protected].