The team activity over report shows you the performance of your entire team related to different main features of Fileboard. You can for example see how many File Links have been created/Live meetings have been performed on average within your team and how different reps are performing related to the team average. You can also view how reps are performing related to each other.

  1. Select the Team activity overview report

Click on the Reports tab and click on Team Activity.

2. Filter based on Show graph or Date range
Select the activity type you want to view the performance graph of. You can select activity related to File Links created, Live Meetings performed, Meetings scheduled and Emails sent.

Select the Date range you want to view. This option allows you to track the performance of your entire team or your team members related to different date ranges.

3. Filter by rep
Select the name of the rep you want to view the performance of. This report can give a a quick overview of the what activities your reps has been engaged most with during a specific date range.

You can also compare reps with each other and view how their performance is compared to other team members.

To compare reps against the team average check the box next to Show team average.

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