The Team page
Updated
The Team page lists everyone in your office side by side, and opens a full record for each person.
Who can open it
The owner always can. A Basic member cannot, and has no Team in their menu. A Custom member gets it when the owner ticks Team on their permissions and picks their tabs. On that row, Data sets whose records they can open: Just them, Specific members or Everyone. Someone set to Just them skips the list and lands on their own record.
The list
Each row is one person, with their title under the name. The owner has no row.
The table opens with five columns after Person:
- Tenure — how long they have worked for you.
- Avg policies / mo and Avg premium / mo — an average month in the period, over whole months.
- Net — what they brought in, less what they cost.
- Breakeven — the month of their employment in which they paid for themselves.
Press Columns to tick more: Policies, Premium, Close rate, Last sale, Goal pace, Brought in, Cost, Hired, Commission plan and Login. Reset brings back the five. Your choice is saved to your login.
Click a column heading to sort by it, and again to reverse the order. The last row, Team average, covers producers only.
There is no search box on the list. Two lists in the bar narrow it: All Roles filters by title, and Active changes to Departed or All to show people who have left.
The date button sets the period for the averages and Net. It opens on the year so far. The arrows beside it move one month at a time, and its menu has All Time, YTD, 12 mo and Custom.
Add member opens the guided window covered in Invite and set up your team.
Open a person
Clicking a figure in the list opens the tab it comes from. The three-dot menu at the end of a row holds Edit profile, the other tabs and Mark as departed.
The header
The card at the top shows the person's photo, name and title, how long they have been with you and since when, their commission plan, and whether they have a login. Someone who has left carries Left and the month.
At the top left, the button goes back to the list. At the top right, the arrows step to the next person and keep the tab. Click the name between them to search everyone.
Edit and Add member appear for the owner, and for a Custom member with Team members ticked under Settings tabs. The Edit menu has Edit profile, Compensation, Goals and Mark as departed. Marking someone departed asks for their Last day worked. Their pay stops on that day and their history stays.
The tabs
To see a tab, a Custom member needs the tick of the same name under Team on their permissions. Compensation and Employee ROI stay off until the owner ticks them, and the money columns on the list need Compensation too.
- Profile — contact details, Employment, time off, Name matching, an average month, a year of sales, this month's goal, The story so far, Files and Notes. Anyone who has Edit can change the photo, add files and write 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. Nothing is edited here.
- Achievements — records, milestones and streaks, described in Achievements. It has no tick of its own, so it comes with the page.
- Activity — Activities, Notes and Quotes, by year or by month. It is read-only: logging is done with Log Activity. See Activities: define them and log them.
- Compensation — BASE PAY, base pay and commission by year or month, the plan and PAY EVENTS. It is read-only: pay is changed from Edit profile.
- Employee ROI — what the person costs against the revenue from their book. Both pay tabs are explained in Team salaries and Employee ROI.
- Goals — progress against Annual or Monthly targets. Edit goals opens Settings. See Goals: the full reference.
Frequently Asked Questions
Is there a way to search the list?
Not on the list itself. Sort a column, or filter with All Roles. Once a person is open, click their name in the header and type a name or title.
How do I see people who have left?
Change Active to Departed or All in the bar above the list. That control appears once someone is marked departed.
Can a team member see only their own record?
Yes, as a Custom member. Tick Team, pick the tabs, and set Data to Just them. Team then opens on their own record.
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.