Introduction

In this section, for the Team Owner/Admin, you will be able to view and compare each agent’s performance. For an individual agent, you can only view your own performance.

Comparing Performance

In addition to viewing the contact conversion rates between states in the pipeline for each specific agent, which was introduced earlier, the Team Owner/Admin can also view the current cumulative volume/ completed sales/commission revenue/revenue for each agent, compared to the assigned goal for him or her, in a bar chart that is ranked from the best to the worst. With the help of the chart at the top of the "Performance by Agent" page, the Team Owner/Admin can compare team performance clearly.

Also, under the bar chart, the Team Owner/Admin will see a linear graph that shows the growing trend from one of the volume, completed sales, commission, or revenue for all agents.

If the Team Owner/Admin wants to compare other types of performance, such as completed sales and commission revenue, they can also click the "Performance Table" right next to the "Overview" tab to do a detailed comparison.

Also, the agents with the top volume, completed sales, commission revenue, or revenue will be shown at the top of the team performance page to be viewed by all team members (under the "Summary" page) to encourage them.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.