Compare personal and team insights
Compare personal and team insights
Insights can change when you switch between your assigned work and the wider team view. Use My data for your own follow-up and Workspace for the records available to you across the team.
To change the view or select a teammate, follow switch between your data and the team's data.
Check the same view before comparing
- Confirm the workspace and selected data view.
- Match the date range and signal type filter.
- In Top Engagements, select the same source tab.
- Check whether each view is counting accounts or stakeholders.
- Keep targeted company activity separate from Website Leads outside targeting.
These checks explain many differences between your screen and a teammate's. A person count, a company count and a visit count measure different things.
Choose the next check
| What looks different | Guide |
|---|---|
| The Signals feed has different events | Signals feed and filters |
| Top Engagements shows different names or numbers | Top Engagements |
| A headline count is hard to explain | Impact cards |
| A report differs from the dashboard | Report data freshness |
| You cannot access an expected view | Workspace access problems |
When sharing a result, include its date range, data view and what is being counted. That gives a teammate enough context to check the same result.