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Team performance report
Team performance report
Updated over 4 months ago

At Boxly, we believe that understanding your team's performance is key to running a successful business.

That's why we've created our Team Performance Report, which provides valuable insights into two key areas: sales and average response time.

With this report, you can easily see how much each team member has sold, as well as how quickly your team is responding to enquiries. Use this information to make data-driven decisions and keep your team on track.

Reporting Data Timeline

The data and metrics from today will be calculated overnight and included in tomorrow's report.

For example, if you want to see the numbers for January 1st:

  • The data from January 1st will be compiled after midnight

  • It will appear in the report dated January 2nd

Where is my team performance report?

To see your report, simply click the reporting icon on the left menu and then click on the "Performance Report".

Top Performers πŸ†

Understanding who's performing in the business sometimes relies on guesswork. Not anymore. With our top performers report you will easily be able to see who is the top performer for a given period for the 2 key areas:

Top Sales Performer πŸ†

The team member with the highest number of converted sales.

Top Responder πŸ†

The team member that has responded to incoming leads the fastest.

Average Response Time πŸ•“

Imagine you're a potential customer reaching out to a business for the first time. How would you feel if you didn't receive a response for hours or even days?

You'd probably start to question whether that business really values your time and business. That's why it's so important to respond to enquiries quickly! πŸš€

Average response time allows you to measure your team's average response time to leads and get a detailed look at each team member's performance.

Use this report to identify areas for improvement and optimise your team's performance.

Team Performance Drill down

Using this report, you can see how each team member is doing in terms of two important measures: how quickly they respond to leads and how much they sell. This information can help you identify top performers, inspire your team, and improve your business operations.

Need some help or have a question? βœ‰οΈ

Our support team are on hand to help you. You can drop them an email at support@boxly.ai

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