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.

Please authenticate to join the conversation.

Upvoters
Status

Submitted

Board

πŸ’‘ Feature Requests

Date

11 days ago

Author

Dmitry Alexin

Subscribe to post

Get notified by email when there are changes.