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Team Performance Reporting: Track estimates, proposals, and closed business by team member

Feature Requests

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.

This ties into the business dashboard and team features planned for upcoming cycles. Key retention lever for multi-seat Business plan accounts.

Posted by Dmitry Alexin ·
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  • Dmitry Alexin

    Team•

    Feb 13

    •

    Merged request

    •

    1 vote

    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.