Main Menu > Organisation > Performance
Main Menu > Profile > Performance

Within Performance, you will find the Key Performance Indicators pertaining to the Entire organisation.
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If you are looking for your own stats or one particular user, you can find this performance dashboard in the profile.
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The first drop down allows you to choose a particular team.
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You can then use the Start and End date pickers to choose the date range you wish you view.
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There are buttons below these which correspond to the reports on the labels. Each report is affected by the team selection and date range. There are PDF and CSV options.
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Each of the cards below these report buttons displays insight pertaining to the Organisation or Team selected.
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Click on the button below to read more about Reports
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Average Meetings to Close
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This card gives insight into how many meetings it takes on average to convert a prospect to a client. from the very first meeting to the last.

Current Active Prospects
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This is the number of prospects that a user has and that are actively being prospected.

Current Active Clients
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This is the number Clients that a user has in their database

Current Unseen Clients
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This is the number of clients & prospects that a user has that have not been contacted in the selected neglected duration - set by management
Please click on the button below to read more about the Settings:
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New Prospects - Conversion Rate

Below is a graphic representation of the activity that has taken place within a specific date range (set by you).
It shows you how many new Prospects were added within this time & how many Prospects were converted into Clients.

Prospect to Client Ratio
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With this feature, you can see exactly the amount of Prospects versus Clients.

Communication
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This pie chart is a useful tool that will allow you insight into what any particular rep or team spends their time on within a specific date range.

Products (See Deals)
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This bar-graph gives insight into the opportunity of each product/service within your pipeline compared to the actual revenue received so far

Pipeline
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​This pipeline is a graphical representation of open deals (Opportunities) separated by both pipeline stage and product/service
You are able to filter the pipeline by product/service category 

Location Comparison
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​This bar-graph displays the meeting data in relation to whether they were on or off site and by how far.

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