Feature Introduction
"Who on the team is performing well, and who is struggling?" — a question every manager asks, but the answer is often based on intuition or a few manually compiled spreadsheets at the end of the month that are already outdated by the time they're finished.
That ends today. GTG CRM has the Team & Member Performance section: per-person KPIs, individual member drill-downs, and 15 activity metrics pulled directly from their actual work within the CRM — calls made, emails sent, deals created/closed, tasks managed. And now, reports automatically update in real-time: a colleague just closed a deal, and the numbers on your dashboard instantly update — no need to press F5, no loss of your current filters.
Problems Businesses Face
| Old Approach | Consequences |
|---|---|
| Subjective team evaluation | Unfair bonuses/penalties, loss of top performers |
| Compiling data into Excel at month-end | Time-consuming, outdated data, prone to errors |
| Not distinguishing between "leads received in period" and "leads currently held" | Inaccurate assessments, difficulty comparing new vs. long-term employees |
| Dashboards only update on full page reload | Stale data, constant reloading required (losing filters, current view) |
GTG CRM pulls data directly from actual CRM activities, consolidating it into one performance section — no manual entry, no separate spreadsheets, and always up-to-date.
Highlights
1. Team Performance Overview on One Screen
Quickly view the entire team: each member with their key metrics and progress towards their goals (KPIs).
- Feature: Team overview table by KPI.
- Benefit: See at a glance who's leading and who needs support.
2. Member Drill-down: Scorecard, Activities, Tasks
Click on a person to see details: KPI scorecard, activity log, workload — and even areas for improvement to note.
- Feature: Detailed per-member drill-down.
- Benefit: Know exactly why someone is strong/weak in certain areas for targeted coaching.
3. 15 Activity Metrics Based on Real Work
Metrics are based on actual actions within the CRM (calls, emails, deals, tasks…), accurately reflecting productivity rather than reported numbers.
- Feature: 15 activity metrics.
- Benefit: Data-driven evaluations, transparent for the whole team.
4. Distinguish "Leads Received in Period" vs. "Current Leads"
The system clearly separates the number of leads a person received during the reporting period from the number of leads they currently hold — two different perspectives to avoid inaccurate assessments.
- Feature: Separate leads by period and current leads.
- Benefit: Fair comparison between new and long-term employees.
5. NEW — Real-time Auto-Updating Dashboards
No more reloading pages to see new numbers. Dashboards within the CRM refresh in the background at regular intervals, automatically update when you return to the tab, and display a small status indicator "Auto · updated at HH:MM" so you know how fresh the data is. A manual Refresh button is still available if you want immediate updates.
- Feature: Background auto-refresh + update time indicator + manual refresh button.
- Benefit: Always see the latest data without losing filters/current view; lighter on resources as it only refreshes when the tab is active.
Benefits for Your Business
| Feature | Real-world Benefit for You |
|---|---|
| Team Overview by KPI | Make data-driven, not gut-feeling, staffing decisions |
| 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 assessments for both new hires and veterans |
| Auto-Updating Dashboards | Always see the latest numbers, no reloads, no loss of context |
Who Is This For?
- SMB Business Owners who want to know how their team is performing without asking everyone 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 your teams, goals, and classification methods, then open the performance tab to view — the dashboard will automatically update as new data comes in. Need detailed steps? See the Guide to Setting Up KPIs & Member Performance.
Free Trial — no credit card required.
