Overview
The Team page provides managers with a hierarchical view of their sales team’s task execution metrics. Use it to monitor daily performance, track completion rates, identify coaching opportunities, and drill into individual or sub-team performance.Who Should Use This Page
The Team page is designed for managers and team leads who have direct reports. If you don’t have direct reports in the system, this page will not appear in your navigation.What You See
Team Scorecard
The main view is a table showing each team member with their task metrics:| Column | Description |
|---|---|
| Rep | Name, avatar, email, job title, and team size badge (for team leads) |
| Tasks | Completion rate and visual progress bar |
| Coaching | Link to rep-specific coaching insights (when available) |
Team Totals Row
A summary row at the top aggregates metrics across all visible team members, giving you a quick read on overall team performance.Team Lead Row
When you drill into a sub-team, the team leader’s personal stats are pinned at the top (marked with a crown icon) so you can compare their performance alongside their team.User Hierarchy
The Team page reflects your organization’s reporting structure:- Top-level view — Shows your direct reports.
- Sub-team drill-down — Click a team lead to see their direct reports. A breadcrumb trail tracks your navigation path.
- Multi-level support — You can drill as deep as your org hierarchy goes.
- Team size badges — Managers show the number of their direct reports next to their name.
Navigating the Hierarchy
- Start at your top-level team view.
- Click a team lead’s row to drill into their team.
- Use the breadcrumb trail at the top to navigate back to any level.
- The URL updates as you navigate, so you can share links to specific team views.
Task Completion Metrics
The Tasks column provides a detailed breakdown of execution performance.Tasks Due Today or Earlier
| Metric | Color | Meaning |
|---|---|---|
| Actioned on time | Green | Completed or dismissed on or before the due date |
| Actioned past due | Amber | Completed or dismissed, but after the due date |
| Not actioned past due | Red | Still pending and past the due date |
Tasks Due Later
- Total — Future tasks not yet due.
- Completed — Future tasks already completed.
- Dismissed — Future tasks already dismissed.
Visual Progress Bar
Each rep’s row displays a segmented progress bar with color-coded sections matching the metrics above. Hover over the bar for a detailed breakdown with exact numbers.Clicking Through to Tasks
Hover over the task metrics to see a link that navigates to the Tasks page, pre-filtered for that specific rep. This lets you see exactly which tasks are pending, completed, or overdue.User Roles
User roles define categories for your team members and control daily task generation caps.How Roles Work
- Roles are created in Workspace Settings > Team.
- Each role has a name and a daily task cap — the maximum number of tasks the AI generates per day for members in that role.
- Common roles: AE (Account Executive), SDR (Sales Development Representative), Manager, etc.
- The default daily cap is 10 tasks per role.
Assigning Roles
- Navigate to Workspace Settings > Team.
- Create roles that match your team structure.
- Assign team members to their appropriate roles.
- Adjust daily caps per role as needed.
Date Range Filtering
The toolbar includes a date range selector to control the time window for metrics:- This Week (default) — Monday through today.
- Last Week — Previous full week.
- Last 30 Days — Rolling 30-day window.
- Custom range — Pick any start and end date.
Constraints
- The Team page only appears for users who have direct reports in the system.
- Hierarchy is based on your reporting structure in workspace settings. If the hierarchy is incorrect, update it in workspace settings.
- Task metrics are timezone-aware — calculations use your configured timezone.
FAQ
Why don't I see the Team page in my navigation?
Why don't I see the Team page in my navigation?
How is the actioned rate calculated?
How is the actioned rate calculated?
Completion rate = (completed + dismissed) / total tasks for the selected date range. Both completed and dismissed tasks count as ‘actioned.’
Why are dismissed tasks counted as 'actioned'?
Why are dismissed tasks counted as 'actioned'?
Dismissing a task is a deliberate action — the rep reviewed it and decided not to act on it. This is valuable signal that the rep is triaging their workload, even if the task wasn’t completed.
Can I see historical performance?
Can I see historical performance?
Yes. Use the date range selector to view past weeks or a custom date range. This lets you track trends over time.
How do daily task caps affect the Team page?
How do daily task caps affect the Team page?
Daily caps (set per role in Configuration) limit how many tasks are generated. If a rep has a cap of 10 and consistently completes all 10, you might consider increasing their cap. If they regularly have unactioned tasks, the cap might be too high.
What does the crown icon mean?
What does the crown icon mean?
The crown icon marks the team leader when you drill into a sub-team view. Their personal stats are shown separately from their team’s aggregate metrics.
How do I change a team member's role?
How do I change a team member's role?
Navigate to Workspace Settings > Team to manage role assignments.