Step 1: Open the Comparison Dashboard
Navigate to the Individual Dashboard or Comparison Dashboard section under the Data menu.
Step 2: Review Company Performance
The first row displays the overall company performance metrics.
Step 3: Compare Team Members
Each additional row displays performance data for individual team members.
The dashboard compares:
Marketing Performance
Sales Performance
Activity Metrics
Revenue Metrics
Step 4: Select Team Members
Choose which team members you want included in the comparison dashboard.
Step 5: Select a Time Period
Filter the dashboard by:
Year
Quarter
Month
Custom Date Range
Step 6: Customize Displayed Metrics
Choose which metrics should appear on the dashboard.
Example:
Hide Revenue Metrics
Hide Average Revenue
Show KPI Metrics Only
Step 7: Save the Dashboard View
Save the customized dashboard configuration for future use.
Step 8: Review Performance Categories
The dashboard tracks:
Leads Assigned
Qualified Leads
Appointments
Contracts
Sales
Revenue
Activity Metrics
Step 9: Identify Top Performers
Green numbers indicate the leading team member for a specific metric or category.
Example:
Highest Leads Assigned
Highest Revenue
Most Appointments Set
Step 10: Compare Individual vs Company Data
The dashboard allows quick comparison between:
Company-wide performance
Individual user performance