🧑🤝🧑Team
Overview
The Team Analytics page in ClosingDealz provides insights into individual and team-wide sales performance. It enables managers and sales teams to track key performance indicators (KPIs), compare team members, and optimize productivity based on real-time data.
With user filtering, detailed performance metrics, and customizable charts, you can analyze each team member’s contributions and identify areas for improvement.
Key Features
User Selection – View analytics for individual team members or the entire team.
Performance Metrics – Track key KPIs, such as deals closed, leads created, and lost deal values.
Chart Customization – Choose from multiple metrics to visualize trends over time.
Cumulative Tracking – Toggle cumulative mode for progressive performance insights.
Chart Customization
Users Selection – Choose one or multiple users to compare performance.
Metric Selection – View trends for any available metric.
Cumulative Mode – Enables a progressive view of performance over time instead of daily snapshots.
How to Use Team Analytics
Filter by Date & Users – Select a timeframe and choose individual users or the entire team.
Review Performance Metrics – Analyze key statistics in the summary table.
Customize Charts – Select specific KPIs and toggle cumulative mode to visualize performance trends.
Compare Team Members – Identify top performers and areas where others can improve.
Why Use Team Analytics?
Track Team Performance – Measure individual contributions to overall sales.
Identify Top Performers – Recognize who is closing the most deals and generating the most revenue.
Improve Coaching & Training – Use data to guide team members towards better sales strategies.
Optimize Resource Allocation – Ensure sales efforts are focused on the highest-value opportunities.
With Team Analytics, you gain a clear, real-time view of your sales team’s effectiveness—helping you drive performance, improve collaboration, and maximize revenue.
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