Step 1: Open the Individual Dashboard
Navigate to:
Data → Individual Dashboard
Step 2: Select a Team Member
Choose the team member whose performance data you want to review.
Step 3: Review Performance Metrics
The Individual Dashboard tracks both marketing and sales performance metrics, including:
Leads Assigned
Qualified Leads
Appointments Set
Appointments Met
Offers Made
Contracts
Purchases
Step 4: Review Communication Metrics
The dashboard also tracks communication activity such as:
Outgoing Calls
Outgoing SMS
Connected Calls
Outgoing Call Duration
Incoming Call Duration
Step 5: Compare Individual vs Company Performance
Each metric displays:
Individual Performance (Left Number)
Company Performance (Right Number)
Step 6: Understand Color Indicators
Performance percentages are color-coded.
Indicators:
Green = Exceeding Goal or Above 100%
Red = Below Goal
Step 7: Review Revenue Metrics
The dashboard also displays:
Revenue
Sales Completed
Average Revenue Per Deal
Pipeline Revenue
Pipeline Deals
Average Pipeline Revenue Per Deal
Step 8: Change the Time Period
Use the dashboard filters to view data by:
Year
Quarter
Month
Custom Time Period
Step 9: Customize Dashboard Columns
You can choose which metrics to display or hide.
Example:
Hide Revenue Metrics
Show Only KPI Data
Show Communication Metrics
Step 10: Save Custom Dashboard Views
Save customized dashboard filters and layouts for future use.
Step 11: Refresh Real-Time Data
The dashboard updates in real time.
Changing the selected user or time period automatically refreshes the displayed metrics.