Tracking team performance and activity
Tracking team activity helps you see what your team is doing, who is following up with clients and where extra support may be needed. Your dashboard keeps everything in one place, so you do not need to manage this with spreadsheets.
Why track team activity?
Tracking what your team is doing helps you:
- See who is following up with leads.
- Spot who may need help or training.
- Reward team members who are doing a great job.
Tip: You do not need spreadsheets for this. Your platform shows your team activity in one place.
What you can track
You can see useful information such as:
- How many leads each team member is handling.
- How many texts and emails they have sent.
- Appointments booked or completed.
- Response times and follow-ups.
Step 1: Go to reporting
From your dashboard:
- Click Reporting from the menu on the left.
- Go to Agent Reporting.
Step 2: Review each team member
Each team member will usually have their own row or profile showing their activity.
You may be able to see details such as:
- Number of leads assigned.
- Texts sent.
- Emails sent.
- Appointments booked.
This helps you see who is active, how they are performing and where support may be needed.
Bonus: Track conversations
To see messages and replies:
- Click Conversations from the menu on the left.
- Use the filters to view messages by team member.
This lets you check who has replied to which clients and how quickly they are responding.
Quick tips
- Check team activity weekly to stay on top of things.
- Use the data to support and coach your team.
- Celebrate wins, as this helps keep morale high.
That's it! You can now track your team activity and see how everyone is performing.