Team Performance
Team Performance (/analytics/team) shows how each rep is doing across ownership, pipeline, calls, emails, and activities. It is available only to org admins and owners — regular members are redirected to the main Analytics page.
Use it for 1:1 coaching, capacity planning, and fair lead distribution.
What you’ll see
Rollup cards
Eight summary metrics across the whole team:
- Reps — Active team members with owned leads or activity
- Leads owned — Total assigned leads, plus unassigned count
- Open pipeline — Combined deal value in non-won/lost stages
- Won — Closed-won value and deal count
- Calls — Call count and minutes for the selected time range
- Emails sent — Outbound emails for the range
- Activities — Notes, calls, emails, meetings logged on leads
- Open tasks — Reminders and tasks not yet completed
Per-rep table
Each row shows one team member:
- Name and email
- Leads owned and open pipeline value
- Won deals and won value (with visual bar vs team max)
- Calls, emails sent, and activities for the selected range
- Open tasks assigned to them
Click a rep’s name to filter the leads list by owner (when linked from the UI).
Time ranges
Use the range tabs to change the activity window:
- This month (default) — Calendar month to date
- Last 30 days — Rolling 30-day window
- All time — Full history
Pipeline and won values are always live (current snapshot). Calls, emails, and activities respect the selected range.
Who uses it?
- Org owners — Full visibility; often review weekly with team leads.
- Org admins — Same access as owners for coaching and ops.
Regular members (reps) cannot access this page. They use My Work for personal queues and Analytics Overview for org-wide totals.
Common use cases
Fair lead distribution
Compare Leads owned and Unassigned in the rollup. If unassigned is high, run a round-robin assignment pass. See Lead Ownership.
Coaching on activity
Low Calls or Activities relative to peers may indicate reps living in email only — or blocked on approvals. Check pending drafts org-wide on Analytics Overview.
Pipeline hygiene
Reps with large Open pipeline but zero Won in the range may need help advancing stages or disqualifying bad fits.
Task backlog
High Open tasks per rep suggests reminder overload. Review Reminders & Meetings and cancel stale tasks.
How metrics are calculated
| Metric | Logic |
|---|---|
| Leads owned | Leads where owner_user_id matches the rep |
| Pipeline value | Sum of deal_value on owned leads not in won/lost/on_hold |
| Won value | Sum on owned leads in won stage |
| Calls | Call records attributed to rep (by user) in range |
| Emails sent | Sent actions/drafts attributed to rep in range |
| Activities | lead_activities rows by rep email in range |
| Open tasks | lead_reminders assigned to rep, not cancelled, due in future or overdue |
Exact attribution follows org membership email and user ID linkage.
Tips
- Review in 1:1s — Open Team Performance together; click through to specific leads.
- Don’t rank on won alone — Short sales cycles skew rankings; pair with activity and pipeline movement.
- Protect rep privacy — This page is admin-only by design; avoid screenshotting individual rows in public channels.
- Combine with tags — Segment performance by Tags & Segments on the leads list for campaign-specific reviews.
Related pages
- Analytics Overview — Org-wide metrics all reps can see
- Lead Ownership — Assign and reassign leads
- Team & Roles — Invite users and set roles
- My Work — Rep-facing daily queue