Team KPI Reports
Admin roles only
Team KPI Reports gives managers a consolidated view of performance across their entire team, branch, or organisation. Use it to identify top performers, spot team members who need support, and make data-driven management decisions.
Report Views
Depending on your role, you can view KPI data at different levels:
| Role | Data Access |
|---|---|
| Branch Manager | Their branch only |
| Country Manager | All branches in their country |
| Global Manager | All countries and branches |
| Organisation | Entire organisation |
Team Performance Table
The main view is a table showing each team member's performance against targets for the selected period:
| Column | Description |
|---|---|
| Agent Name | Team member |
| Applications Lodged | vs. target |
| Applications Approved | Outcome rate |
| New Clients | vs. target |
| Leads Converted | Conversion rate |
| Meetings Held | vs. target |
| Revenue | vs. target |
| Overall Score | Composite performance score |
Drill Down
Click on any team member's name to see their individual KPI breakdown — identical to the view they see in My KPI Reports.
Leaderboard
A visual leaderboard shows the top performers for the selected period and KPI metric. This can be shared with the team as a motivational tool.
Setting Targets
KPI targets are configured per user or role via KPI Management in Settings.