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How Outcomes Tracking Works

Two variables determine every result in F2F sales. Outcomes Tracking measures both — and shows your team exactly what to improve.

The Productivity Intelligence Model

Not just a dashboard. A methodology with a mathematical foundation.

Activity
How many people you see
÷
Skill
How well you convert them
=
Results
Predictable, measurable growth

Two levers. Both measurable. Improve either and results move. Master both and growth becomes predictable. That's the foundation everything in Outcomes Tracking is built on.

Log → See → Act

Simple enough for a rep in the field. Powerful enough for a director managing dozens.

1

Log

Reps log their own activity and step-level data through the mobile app — in the field, in real time. No manual data entry at end of day. No guesswork. Just clean, accurate data entered at the point of performance.

2

See

The platform calculates Activity, Skill, and Results across every rep, team, and time period. Dashboards update in real time. Managers see breakdowns by step. Reps see their own patterns. Directors see the whole picture.

3

Act

Coaching becomes targeted. Managers know exactly which step is breaking down for which rep. Reps know what to work on before the coaching conversation. The whole team moves together, with precision and purpose.

What you see in the platform

Every view is designed to answer one question: what do we do next?

Company & team dashboards

Directors and managers see Activity and Skill across the whole team in a single view. Total interactions, conversion rates at every step, shift averages, and weekly outputs — all updated in real time.

No spreadsheets. No end-of-week data gathering. Just the information you need to make decisions while they still matter.

  • Total interactions and daily averages
  • Step-by-step conversion rates vs. benchmarks
  • Team and individual comparisons
  • Trend data over any time period
Outcomes Tracking company-level dashboard showing team performance data

Individual rep analytics

Every rep gets full visibility into their own metrics. Activity levels. Skill ratios. Step-by-step conversion. Performance trends over time.

When a rep can see their own numbers, they self-coach. Feedback stops being vague. Growth becomes personal, not imposed.

  • Personal conversion breakdown by step
  • Day-by-day and shift-by-shift analysis
  • Progress against personal benchmarks
  • Patterns that reveal strengths and gaps
Outcomes Tracking individual rep metrics view

Not surveillance. Growth.

Outcomes Tracking is built on a trust-based model. Reps log their own data. The platform amplifies their ownership, not management's oversight.

No GPS. No recordings. No consent forms. No invasive monitoring. Just clean activity data — logged by the people doing the work, used by everyone to improve.

  • Reps control their own data entry
  • Insight flows to the individual, not just management
  • Coaching is a conversation, not a confrontation
  • Culture shifts from reactive to proactive
No GPS tracking

Location data is never collected. Outcomes Tracking doesn't need to know where your reps are — only how they're performing.

No recordings

Conversations are never captured. Unlike AI conversation tools, OT tracks what was done — not what was said.

Rep-logged data

Reps enter their own numbers. This creates ownership, accountability, and more accurate data than any passive tracking system.

Frequently asked questions

What is the Productivity Intelligence Model?
It's the methodology behind Outcomes Tracking. The equation is simple: Activity ÷ Skill = Results. Every result your team achieves is a product of how many people they see (Activity) and how well they convert them (Skill). Improve either variable and results move. The platform is built to measure and improve both.
How do reps log their data?
Through the Outcomes Tracking mobile app — available on iOS and Android. Reps log their activity at each step of the sales process in real time, in the field. It takes seconds per interaction. Data appears in dashboards immediately.
Does it require GPS, recordings, or consent forms?
No, no, and no. Outcomes Tracking has none of these. Reps log their own data. The platform tracks what was done (Activity and Skill), not where reps were or what was said. This is a deliberate design choice — trust produces better data than surveillance.
How long does implementation take?
Most teams are live within a day. Every plan includes dedicated onboarding support. The platform is designed to be simple — there's no complex CRM integration or enterprise setup required.
Do you need a CRM to use Outcomes Tracking?
No. Outcomes Tracking is a fully standalone platform. It doesn't require integration with any CRM or existing software. You can be up and running independently.
What industries is Outcomes Tracking built for?
Face-to-face fundraising, door-to-door sales, event-based acquisition, and field sales teams. Any team with a repeatable face-to-face sales process will find the platform immediately useful. Particularly strong in PFRA-regulated fundraising markets in Australia and New Zealand.

Ready to replace guesswork with precision?

See the Productivity Intelligence Model in action with your own team's data.

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