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Reports · Guide · 1 min read · Dashboard

See one person's numbers

You filter Reports down to a single teammate. Use it for a one-to-one, or to check how one person's week went.

Video coming soon

Steps

  1. 1

    In the dashboard sidebar, under Sales, click Reports.

  2. 2

    Click Whole team at the start of the period row and pick a teammate.

    Owners, admins and managers see this picker. A manager sees the figures for the leads they have access to: their own, or everyone's if that's allowed in Permissions.

  3. 3

    Every block, from calls to WhatsApp, leads, follow-ups and deals, now shows that person's numbers.

    Each number opens the list behind it.

  4. 4

    Pick Whole team again to go back.

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Questions

How do I see one rep's numbers?

In the dashboard sidebar, under Sales, click Reports, then click Whole team at the start of the period row and pick a teammate (owners, admins and managers see this picker; a manager sees the figures for the leads they have access to: their own, or everyone's if that's allowed in Permissions). Every block, from calls and WhatsApp to leads, follow-ups and deals, is now that person's, and each number opens the list behind it. Pick Whole team to go back.

Who can pick a teammate in Reports?

Owners, admins and managers. A manager sees the figures for the leads they have access to: their own, or everyone's if that's allowed in Permissions. A rep sees only their own numbers.

What happens to a removed member's numbers in Reports?

Their work stays. In a period they worked in, they show as "(removed)".

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