Analytics & Reporting

Understand what drives
your best results.

See how every rep is performing — calls made, deals closed, response times, conversion rates. Identify your top performers, support those who need it, and build a coaching culture grounded in data.

Team Performance — This Month
↑ Sorted by revenue
Rep
Revenue
Calls
Resp.
SM
Sara M.
#1 this month
$184k
142
48m
JR
James R.
↑ 12% vs last mo
$156k
128
1h 2m
AL
Anika L.
↑ 5% vs last mo
$121k
115
55m
MK
Marc K.
↓ coaching needed
$67k
78
3h 14m
AI Insight: Marc K. has 3× longer response times vs team avg. Faster follow-up could unlock ~$40k additional pipeline.

The complete performance picture

From individual rep scorecards to team-level aggregates — visibility at every layer.

Individual Metrics

Per-rep scorecards covering revenue generated, deals closed, calls made, emails sent, and conversion rates. Objective data for objective conversations.

Team Aggregates

Roll-up dashboards show team totals alongside individual contributions. See who's carrying the load and where the gaps are — at a glance.

Response Time Tracking

Measure average lead response time, follow-up cadence, and time-to-first-contact. Surface reps whose slow responses are costing deals.

Coaching Opportunities

AI-generated insights highlight reps whose specific metrics are lagging — with context on what the top performers are doing differently. Data-backed coaching, not gut feel.

Build a high-performance culture

When the numbers are clear, conversations are productive and outcomes improve.

Fair Evaluation

Replace subjective impressions with objective data. Every rep is measured by the same metrics, ensuring fair, defensible performance reviews.

Identify Top Performers

See exactly who your best reps are and what they do differently. Replicate their winning behaviors across the rest of the team to lift overall performance.

Data-Driven Coaching

Walk into every 1:1 with specific, actionable data. Coach on the exact behaviors — response time, call volume, follow-up cadence — that move the needle.

27%
average revenue uplift from data-driven coaching programs
4.2×
faster ramp time for new reps with performance benchmarks
100%
objective — metrics speak, opinions don't
What does team performance measure?

Per-person activity and outcomes: deals owned and won, estimates sent and accepted, jobs completed and appointments kept, from the records each teammate works in.

Can a teammate see everyone’s numbers?

Only if their role allows it. Admins and managers see the team view; a sales or field role sees its own performance.

Which plans include it?

Team, Pro and Business, since it needs more than one seat. Free and Basic are single-user plans.

Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time