Team and reporting
Read Leaderboard and Statistics accurately
Compare activity and outcomes using the right time window.
Before you start
Record outcomes consistently on your properties.
Follow these steps
Open Leaderboard and choose day, week, month or all time.
Compare pinned, mailed, scans, sold and revenue separately. A high pin count is not the same as a high sales count.
Review Full numbers for the reported response and close rates in that period.
Open Statistics for the company-level views available to your role.
If a number seems wrong, check the date range, user scope and the event recorded on the source property.
You can connect the summary numbers to actual activity rather than assuming they represent the same event.
If something looks wrong
- No revenue? Confirm sold outcomes and their values were recorded.
- A rep sees different totals from an admin? Check the role’s scope and selected period.
RELATED WALKTHROUGH
Manage your team and review results
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Give each person a login
Open Company settings, then Team. Enter the teammate name and email, select their role and team, and send an invite to choose their own password.
Review mail controls
Review the company printer choice and each user’s mail settings. A rep-specific setting can differ from the company default. Changing it does not recall a piece already sent.
Compare the same period
Leaderboard shows activity and recorded outcomes for a selected period. Compare pins, mailed pieces, scans, sold jobs and revenue separately.
Check the source record
Statistics provides the views available to your role. If a number seems wrong, check the date range and the property’s recorded events before changing anything.