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

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.

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Upvoters
Status

Submitted

Board

πŸ’‘ Feature Requests

Date

3 months ago

Author

Dmitry Alexin

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