Track Team Performance with Agent Reporting

A single view of how your whole team is performing.

Where to find it

Reporting > Agent Reporting.

What it shows you

• Team overview.
• Opportunity analytics — conversion rates, SMS/email engagement, call metrics, per team member.
• Leaderboard — who's generating the most opportunities and closing the most deals.
• Time comparisons across date ranges.

Adding your own metrics

Add custom dashboard widgets alongside the standard report.

A note on availability

Available on higher-tier plans.