Teams Reports

The Team Report gives sales managers visibility into individual rep performance and overall team productivity, helping you identify coaching opportunities, balance territories, and measure the impact of trade show activity.

A. View Rep Performance Table

The Team Leaderboard ranks every sales rep on your team and shows their performance side by side. It's the fastest way to see who's actively selling, how much revenue each rep is generating, and how well they're converting quotes into confirmed orders.

The Leaderboard Table

Each row represents one sales rep. The columns show:

• Rep Associated: The name of the sales rep

• All Customers: Total number of customers assigned to that rep

• Active Customers: Customers who actually placed orders in the selected period. Shown with a blue bar, the darker and longer the bar, the higher the active customer count relative to the rest of the team

• Largest Order: the single highest-value order placed by any of their customers in the selected period

• Confirmed Order Count: total confirmed orders, with a bar for quick visual comparison across reps

• Confirmed Order Amount: total revenue from confirmed orders

• Quote Converted Count: how many quotes the rep successfully converted into orders

The total number of reps shown appears at the bottom right, 5 rows in this view.

B. Identify Coaching Opportunities

Use the Team Report to spot patterns that indicate where a rep may need support:

• High Activity / Low Revenue: Rep is active but not converting. May need help with account management or pricing conversations

• Declining Trends: Revenue dropping month-over-month. Could indicate a customer retention issue worth investigating

• Low Average Order Value vs. Peers: Rep may benefit from cross-selling training or guidance on volume-based pricing

C. Analyze Territory Distribution

Use the filters at the top of the page to narrow the leaderboard to a specific region. For example, selecting two states under Shipping State updates the table instantly, showing only the reps and customers tied to those locations.

When a filter is active, it is highlighted in blue and shows the number of selections applied. To remove it, click the X next to the filter.

This view is especially useful for spotting territory imbalances across your team:

• Over-served territories: Multiple reps showing strong numbers in the same region may indicate overlap. Consider redistributing coverage to unlock capacity elsewhere.

• Under-served territories: A region with available customers but low order volume signals an opportunity worth exploring, whether that's reassigning a rep or increasing outreach in that area.

D. Filter the Team Report

Available filters: date range, sales representative, region or territory, and market tag. All metrics update in real time as filters are applied.

Find out how to use filters on your reports

You can also download individual data sets by clicking the download icon next to each section.

E. Export the Team Report

Click Export to download a PDF of the Team Report, including the performance table, charts, and all applied filters.