Open Performance
- Sidebar → Performance — /dashboard/performance
- Overview tab — primary KPI cards, trends, and exceptions
- Leaderboard tab — rankings by activity and results
Before you begin
- KPIs need configured targets to show progress (admins set targets)
- Reporting features may require Pro plan for full team views
Filter by scope
- Period — last 7/30/90 days, quarter, or custom range
- Admins — filter by rep or team; reps see own metrics by default
- Company-wide view when no user or team selected (admins)
Primary KPIs
- Revenue, deals closed, calls, emails, pipeline value
- Meetings, SMS sent, lead → deal conversion
- Click a card to jump to the underlying workspace (Deals, Calls, Inbox, etc.)
- At-risk and over-achievement badges highlight exceptions
Trends and exceptions
- Trend section — week-over-week movement on key metrics
- Exceptions — missed targets and items needing coaching attention
Manage targets (admins)
- Performance → Manage Targets — /dashboard/performance/targets
- Set monthly, quarterly, or annual targets per rep or team
- Target types align with KPI cards on the Overview tab
Leaderboard
- Performance → Leaderboard tab (or /dashboard/performance?tab=leaderboard)
- Legacy /dashboard/leaderboard redirects here
Common issues
- No KPI data — add activities (calls, emails, deals) or configure targets
- Empty leaderboard — confirm date range and team membership
- Cannot see team filter — admin or manager role required