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.
Which plans have this: On every plan, including Free.
Steps
- 01
In the dashboard sidebar, under Sales, click Reports.
- 02
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.
- 03
Every block, from calls to WhatsApp, leads, follow-ups and deals, now shows that person's numbers.
Each number opens the list behind it.
- 04
Pick Whole team again to go back.
Questions, answered
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)".