What is the first step in providing sales agreement insights to account managers?

The first step in providing sales agreement insights to account managers is enabling metric groups. This is essential because metric groups allow for the organization and analysis of various data points related to sales agreements. By setting up metric groups, organizations can define key performance indicators, analyze trends, and gather insights based on specific criteria relevant to their sales agreements.

This foundational step enables account managers to have structured and meaningful data to work with, making it easier to assess sales performance and make informed decisions. Without enabling metric groups, the subsequent steps such as creating reports, allowing account reps to add terms, or enabling custom metrics would lack the necessary framework for effective insights, as they rely on the data structure established by metric groups.