The Team page lists everyone in your office side by side, and opens a full record for each person.
2 minutes · Owner, or anyone given the Team page
1
Open Team from the menu.
2
Set the period with the date button. The arrows beside it move one month at a time.
3
Press Columns to tick more: Policies, Premium, Close rate, Last sale, Goal pace, Brought in, Cost, Hired, Commission plan and Login.
4
Click a column heading to sort by it. Click it again to reverse the order.
5
To see people who have left, change Active to Departed or All.
Reset brings back the five. Your choice is saved to your login.
The five columns the list opens with:
Tenure: how long they have worked for you.
Avg policies / mo and Avg premium / mo: an average month in the period.
Net: what they brought in, less what they cost.
Breakeven: the month of their employment in which they paid for themselves.
The last line, Team average, covers producers only. To open one person, see Open a person's record.
Frequently Asked Questions
Why does a cell show a dash?
Service staff are not measured on production, so their production and money cells show a dash. Under Close rate, a dash means no quotes were logged in the period.
Can I search the list?
Not on the list itself. Sort a column, or filter by title with All Roles.