Team & Member Performance Report — See Who's Truly Delivering Results

Introducing Features

"Who on our team is performing well, and who is struggling?" — This is a question every manager asks, but the answer is often based on intuition or outdated monthly spreadsheets compiled manually, which become obsolete as soon as they are finished.

That ends today. GTG CRM has a Team & Member Performance section: KPIs for each person, drill-down for individual members, and 15 activity metrics directly derived from their actual work in the CRM — calls made, emails sent, deals created/closed, tasks completed. You see the right people, the right work, and the right numbers, in real-time, right within the system you're already using.

Challenges Businesses Face

Old Method	Consequences
Assessing the team based on intuition	Unfair rewards/penalties, loss of top performers
Compiling data into Excel at the end of the month	Time-consuming, outdated data, prone to errors
Not distinguishing between "leads received in period" and "leads currently held"	Inaccurate evaluations, difficult comparison between new and long-term employees
Unable to trace why an individual is underperforming	Uncertainty about where coaching or improvement is needed

GTG CRM pulls data directly from actual activities within the CRM, consolidating it into a performance section — no manual input, no separate spreadsheets needed.

Highlights

1. Team Performance Overview in One Screen

Quickly view the entire team: each member with key metrics and their achievement level against targets (KPIs).

• Feature: Team overview dashboard by KPI.
• Benefit: See at a glance who is leading and who needs support.

2. Drill-Down by Member: Scorecard, Activities, Tasks

Click on an individual to see details: KPI scorecard, activity log, workload — and even areas of "Needs Improvement" to note.

• Feature: Detailed drill-down per member.
• Benefit: Precisely understand why an individual is strong/weak in specific areas for targeted coaching.

3. 15 Activity Metrics from Real Work

Metrics are based on actual actions within the CRM (calls, emails, deals, tasks...), so they reflect actual productivity rather than self-reported numbers.

• Feature: 15 activity metrics.
• Benefit: Evaluations based on real data, transparent for the entire team.

4. Differentiate "Leads Received in Period" vs. "Leads Currently Held"

The system clearly separates the number of leads a person received during the reporting period from the number of leads they currently hold at this moment — two different perspectives to avoid biased evaluations.

• Feature: Separate leads by period and current leads.
• Benefit: Fair comparison between new and long-term employees.

Benefits for Your Business

Feature	Real Benefits for You
Team Overview by KPI	Make personnel decisions based on data, not intuition
Member Drill-Down	Coach the right people on their specific weaknesses
15 Activity Metrics	Transparency and fairness in evaluations & rewards
Leads by Period vs. Current	Accurate evaluation for both new hires and veterans

Who is it For?

• SMB Business Owners who want to know how their team is performing without having to ask each person individually.
• Sales / Customer Service Managers who need to track productivity and allocate leads effectively.
• Operations Managers who need to measure workload and performance in real-time.

How to Get Started?

Navigate to the Team Performance section in the CRM, set up groups/goals/grading methods, and then open the performance tab to view. Need detailed steps? See the article Guide to Setting Up Member KPIs & Performance.

Free Trial — No credit card required.

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