Team Performance Reporting Dashboard
Ability to pull reports tracking team performance:
- Number of estimates completed per team member (weekly/monthly)
- Proposals sent
- Approved proposals and dollar amounts
- Closed business tracking
Use case: Owner wants visibility into team productivity and sales pipeline to manage by the numbers. Currently no way to see a team-level report in Handoff. User tried the AI chat and was told it cannot provide team reports yet.
This ties into the business dashboard and team features planned for upcoming cycles. Key retention lever for multi-seat Business plan accounts.
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