The Company performance and Team performance reports show you the leads that were created and won during a specific period, the amount of money generated and the average time it took to win them, at the company level and at the user level.
Follow these steps:
Click the ... menu in the top bar.
Click Statistics.
Under Performance analysis, click Company performance or Team performance.
The Company performance report provides information about the leads that were created and won during a specific period at the company level. You can also view the amount of money generated and the average time it took to win them.
This report can be filtered by:
Date.
Tags.
Pipeline.
User and team (administrators only).
The table below the chart groups the data by date. It shows how many leads were won, with clickable links to see which leads they are, the average number of days it took to close them, the total amount of money generated and how much money the biggest lead brought in.
The Team performance report provides information about the leads that have been won at the user level.
See how many leads each sales rep has won, the average number of days it took each of them to win these leads, the revenue they have generated and their best lead in terms of the amount of money generated for the company.
This report can be filtered by:
Date.
Tags.
Pipeline.
User and team (administrators only).
