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Caretta Metrics

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Inspect every call minute by minute, and build the dashboard on the KPIs you set for your team.
Aug 19 at 12:30 PM

Caretta Demo | Marcus Feld & Dana Whitfield

Marcus sees value for AML and compliance questions, and will assess internal interest before a Monday follow-up.

RepDana Whitfield
CompanyNNorthwind
Attendeesmarcus@northwind.io
Insight adoption33%
EngagementHigh
Objection resolution50%
Discovery4
Call Management
Agenda SetNo
Deferrals Count2
Filler Word Frequency5
Coaching Adoption
Insights Led To Engagement Count9/11
Insights Shown Count33
Insights Used11/33
Discovery
Discovery Questions Count4
Lead Source InquiryNo
Next Steps
Next Steps Count4
Org Custom
Security Review Readiness4.1/5
Pricing DiscussedYes
TranscriptVideo

Doing well. How's it going? Nice to meet you.

Sorry for coming in a couple of minutes late.

No problem at all, I only just sat down myself.

How are you doing today?

Doing well — business as usual. Could be less busy, but that's fine. How about yourself?

Good, thanks. Are you calling from Oslo? Nice.

I should apologise for the overly polished look — all of our meeting rooms are busy, so I'm in the podcasting studio and it looks a little pretentious.

I love it. I think it's great.

That's good, I'm glad you liked it. I'm interested to see the system properly.

I know you said it would be a hard sell internally, but I'm always open to feedback — we've been in the space for over a year now. To give you more context, we're a startup out of Europe, now based in San Francisco.

Ask CarettaCMD + I
talk
insights
objection
discovery
next step
button use
00:0004:0008:0012:0016:0020:0023:45
speakinglisteninginsightsobjectiondeferraldiscoverynext stepbutton usemonologue
Call X-ray

Every call, x-rayed: the transcript on one side, what happened at every second on the other.

talkinsightsobjectiondiscoverynext stepbutton
00:0012:0023:45
Insight adoption33%
EngagementHigh
Talk ratio58%

Minute by minute

Objections, insights shown and used, discovery, next steps and button presses.

Coaching
-3
Prompt adoption moments

Tracks whether coaching prompts were used and how the prospect reacted.

4
Average · 4 calls
Discovery
+1
Discovery depth score

Measures whether discovery questions explored pain, impact, and urgency.

3
Average · 2 calls
Next steps
+17%
Mutual next-step clarity

Checks if the call ends with clear owner, action, and deadline.

67%
Yes rate · 3 calls

Scored on your terms

Every call is graded against the built-in library and the KPIs you wrote, the moment it ends.

Coaching adoption
+0.7
In-call insights per call

Average number of Caretta insights surfaced during each call.

4.8
Average · 68 calls
Coaching adoption
+9%
Insights echo rate

Share of in-call insights repeated or used by the seller.

72%
Yes rate · 68 calls

Caretta's own ROI

How often insights surface, and how often the seller actually uses them.

Your KPIs

KPIs you define: write what a good call looks like in your words, and every call is scored against it.

  • Agenda set at the start
  • Talk ratio, with a healthy band
  • Filler word frequency
  • Deferrals count
  • Insights shown vs. used
  • Insights echoed by the seller
  • Insights that led to engagement
  • Objections resolved rate
  • Discovery questions count
  • Lead source asked
  • Next steps with owner and date
  • Longest monologue
  • Security review readiness
  • Pricing discussed
  • Write your own
Your dashboard

A dashboard you assemble: ask your call data a question, pin the answer, watch it keep updating.

  • Ask in plain language“Discovery completion by rep, last 30 days.” The agent reads your calls and answers with a chart.
  • Pin it to HomeThe answer becomes a tracked chart that keeps updating: all time, 90, 30 or 7 days.
  • Per rep, per metricCompare the team on the KPIs you wrote, and click through to the call behind any point.
See Caretta Metrics
Discovery completion
Completion rate · %
30 days90 days

Your KPIs.
Your calls.