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Transparent team performance on the palm of your hand

2 min read

Find the most active Sales Rep

The chart on the Revenue Grid Team page conveniently shows all your Sales representative’s activities sorted from the most active employee to the least one. You can refer to it for the purpose of sales coaching.

Colors on the chart represent types of activity, which all get gathered automatically from email clients, calendars and Salesforce. No manual entries are required.

Use the Period drop-down in the right-hand upper corner to select the time interval you want to review.

Export team performance

Use the Export button to download team performance in .csv format for further analysis or for uploading it to your HRIS system.

Review performance by relevant metrics

You can change the view mode for Team Activity report. Select to display this report by:

  • Time spent
  • Activities count
  • Time spent per day
  • Activities per day

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