Members page is the user performance analytics dashboard!
It provides a comprehensive overview of each member's contributions and achievements, making it perfect for tracking key metrics at the individual level. Use it to identify top performers, pinpoint over-achievers, and spot opportunities for targeted training and development.
The Members page is available with Business and Enterprise subscription plans (learn more about iClosed pricing and feature breakdown here).
Additionally, Members page is accessible to Super admins and Sales managers by default and Users will have exclusive access by default.
This means that a User with exclusive access will not have Members page available on the menu, but only access to their own Analytics dashboard
(learn more about Users Analytics dashboard here).
Fixed page elements
Let's cover the top page elements first.
Columns filter
Columns filter
Allows you to customize Members page view by choosing columns with data you'd like to see.
Customize view by choosing to "Select all" or "Deselect all", or to add/remove specific columns. Main column with User name will remain fixed.
See below columns available for selecting/deselecting from the view
(all columns will be explained in detail in the Columns section below):
Role
Sales
Deposit
Calls
Strategy calls
Total cash
Engagement
Total cash per call
Recurring
Live closing rate
Live engagement rate
No show rate
Closing rate
And that's not all. The columns filter allows you to change the order of appearance of the columns, by simply grabbing a column and moving it up or down.
Add member button
Add member button
This is quick "Invite users" button, from where you can invite more members to the account, without leaving the page and navigating to the Settings → User Management.
Kindly note that the number of user seats and a price of the seat differ between subscription plans. Adding a new user may affect your billing.
Startup
users have 1 seat available by default, and can add more at $36/month per user seat or to upgrade to Business at any time (5 included by default).
Business
users have 5 user seats included in the account, and in case they'd like to add more, the price per seat would be $59.4/month, or they can upgrade to Enterprise subscription (custom pricing depending of the user seats needed).
Enterprise
users can have unlimited number of seats. Reach out to us if you're interested.
Here's an overview of the fixed bottom page elements:
Column totals
summarizing data from the columns for each column
or average if data is shown in percentages
Choosing the number of rows you'd like to see per page
Switching between pages buttons
Members columns explained
Here's a detailed overview of the Members page columns.
Name
Name
User name set in User profile account.
Column is fixed, and can't be moved to different position in the view or removed.
Role
Role
User role assigned in Settings → User Management menu.
Calls
Calls
All calls, both Strategy and Discovery, that were scheduled for the selected period of time, excluding cancelled calls.
Strategy calls
Strategy calls
Total number of Strategy calls plus Discovery calls (including all cancelled calls), that are in the past, assigned to the user, for a selected date range.
Total Cash per call
Total Cash per call
Average income User is generating per all Strategy calls for a selected date range.
Formula: Data from Total Cash column divided by Data from Strategy calls column.
Total Cash
Total Cash
Total income generated by User for the selected date range (according to the Sale outcomes and deals added).
Engagement
Engagement
Rate shown in percentages, calculated as:
Data from Sales column (Won plus Deposit deal types, included from Scheduled call sale outcomes and added deals from Global Data), divided by data from Total Strategy calls for a selected date range.
No Show rate
No Show rate
The rate is calculated as:
Total No Show plus Cancelled calls, divided by the Total of Strategy calls
Sales
Sales
Won plus Deposit deal types, included from Scheduled call sale outcomes and added deals from Global Data, for a selected date range
Deposit
Deposit
Total number of deposit deal types for a selected user and selected date range.
Recurring
Recurring
Total income generated by user for a selected period of time from Recurring deal types. This is added from leads contact card, after the Sale outcome - Won or Deposit has been set initially.
Closing rate
Closing rate
Showing percentage of Total Won type of deals divided by the total of Strategy calls, including cancelled calls for the selected date range
Live Closing rate
Live Closing rate
This is a different perspective in analyzing users closing rate. It's being calculated as:
Showing percentage of Total Won type of deals divided by the total number of Strategy calls, that doesn't include cancelled calls, for the selected date range
Live Engagement rate
Live Engagement rate
Closing rate that counts both deal types (Won and Deposit).
Formula: (Total number of Won plus Deposit type of deals) divided by the (Total Strategy calls - Cancelled calls)
Members User Card
User member card is additional dashboard, designed for reviewing performance of a single user, with the look and formulas that are in line with latest version of the Analytics page. Simply click on a user to open it, and you'll be able to see:
Strategy call outcomes pane
Sales breakdown line chart
Closing, Engagement and Show Up rate cards
No sale reasons dashboard
Learn more