SettingsTeam
Team Member Metrics Screen
How to read the Team Member Metrics screen, filter the date range, and understand the summary and performance table.
The Team Member Metrics screen is the reporting view for team activity. It combines a date range, an optional team-member filter, a summary strip, and a table that breaks the numbers down person by person.
Filters At The Top
- Team member filter: switch between all team members or one named person.
- Date range: limits every total and every row to the selected period.
What The Summary Counts Mean
- Worksheets Completed: how many worksheet completions were logged in the chosen period.
- Jobs Created: jobs created by the team during the same period.
- Customers Created: customers created during the selected range.
- Invoices Created: invoices created or generated in that period.
- Total Activities: the combined activity-log total behind the current filters.
What The Table Adds
- Worksheets Assigned: counts worksheets assigned to each team member in the period.
- Jobs Sourced and Customers Sourced: separate sourcing counts from plain creation counts.
- Total Activities per person: a quick way to compare volume across the team.
If the table says no metrics were found, that means the current filters did not match any records. The first thing to check is the date range, then whether you have filtered down to a team member with no activity in that period.
Related articles
- Team Screen: where membership and role access are managed.
- Activity Log Screen: the best place to inspect the underlying activity in more detail.
- Job Detail View: useful when you want to move from a count back to the operational record.