Sales team
How your sales team is doing. A leaderboard, goals, and deals that have gone quiet.
Who can open it: owner and admin only. In the menu it is called Sales team.
What is on it
Three pages sit along the top: Leaderboard, Stalled deals and Settings.
| Page | What you see |
|---|---|
| Leaderboard | Each rep's jobs sold, jobs completed and sold contract value. Your company goals are listed under it. |
| Stalled deals | Overdue follow-ups (deals that have been in a stage longer than you allow) and a watch list of deals that are going quiet. |
| Settings | Follow-up timers (how many hours a deal may sit in each stage) and company goals (deals sold, sold contract value, jobs completed, for a month or a quarter). |
The numbers come from the jobs in your workspace. With no jobs, the pages are empty: the Leaderboard says "No reps with pipeline activity yet. Leaderboards show real numbers or nothing." and Stalled deals says "Your pipeline is on schedule." and "No follow-up timers are set, or nothing is in a tracked stage."
A project you sold on the Customers pages, with an accepted bid, did not make a rep appear on the Leaderboard, so do not rely on it for those sales. The Reports page counts them (see Customers and CRM).