Open one person to see their profile, sales, pay and goals, a tab at a time.
1 minute · Owner, or anyone given the Team page
1
Open Team from the menu.
2
Click the person's name, or press Profile at the right end of their line.
3
Choose a tab under their name.
4
To move to the next person, press the arrows at the top right. The tab stays the same.
The tabs:
Profile: contact details, Employment, Name matching, this month's goal, Files and Notes.
Performance: policies, premium, households and issued rate, for all time or one year, as Written or Issued. Compare sets them beside the team average or another producer.
Activity: what they logged, by month or year, with their quotes beside their sales.
Compensation: their base pay, commission and plan.
Employee ROI: what the person costs against the revenue from their book.
Goals: how they are doing against their own goals.
You see only the tabs your permissions allow. The owner sees them all.
Tip. The three-dot menu at the end of a line on the list opens any tab directly.
Frequently Asked Questions
Can a team member see only their own record?
Yes. Make them Custom, tick Team, and set its Data to their own records only. Team then opens on their own record. See Choose what a team member can see.