Team Dashboard Overview
The Team Dashboard is a centralised performance and visibility layer for sales teams, designed for managers to understand what's happening across pods, deals, and team members - without needing to go pod-by-pod.
It brings together:
Pod-level data - activity, value, engagement
Team-level performance - revenue, win rate, actions
Individual rep performance
Stakeholder coverage and deal signals
The dashboard has two layers:
Team layer - the default view when you open Team Dashboard, showing your team or company's overall performance
Individual layer - tap any team member to drill into their personal performance vs the team or specific peers
Team Dashboard always populates pods that have been active in the time period set in the global filter at the top. For example, if the filter is set to "this quarter", only pods active this quarter will appear.
The Team Dashboard answers:
How is my team performing?
Which deals need attention?
Where are we losing momentum?
Key Features
Advanced Filtering & Segmentation
A unified filtering system sits at the top of the dashboard and applies across all views. Filter by:
Period (e.g. this quarter, last month)
Pod status - Active, Won, or Lost
Teams or individuals
You can also search across pods, owners, and teams. Filters persist across views and apply consistently across all sections of the dashboard.
Top-Level Performance Metric Cards
The top of the dashboard gives managers an instant snapshot of team health across:
Pods - active pods, won pods, total value
Stakeholders - coverage, uncovered stakeholders, C-suite presence
Performance - win rate, revenue, actions, new pods, average engagement score, average time to close
Trend arrows on certain metrics show movement vs the previous period at a glance.
Performance Tracking Charts
A unified chart lets you track pods created, revenue, comments, and pod views over time. You can:
Apply time-based filtering (e.g. this quarter)
Compare across up to 5 teams or groups simultaneously
Switch between metrics using tabs
This moves reporting from static snapshots to trend-based understanding, helping you answer: are we improving or declining, and which teams are driving results?
"Closing Soon" Pods View
A deal-level table - essentially a filtered Pod Library - sorted by nearest estimated close date by default. It surfaces:
Engagement score (ES)
Expected close date (CRM-driven)
Deal value
Viewer time
Stakeholders
Activity signals - views, comments, clicks
The table is sortable by estimated close date, value, or engagement, filterable by pod status (Active, Closed Won, Lost), and searchable across pods. This gives managers a clear answer to: which deals need intervention right now?
Team Member Performance Breakdown
A structured table showing per-rep performance. It is sortable by any metric (e.g. revenue, win rate), filterable by pod status, and searchable across reps. Tapping a rep opens the Individual layer for a deeper view.
Individual Drill-Down View
The second layer of the dashboard shows a single rep's:
Personal metrics - revenue, pods, engagement score, win rate
Individual performance trends (same chart system as the team layer)
Direct comparison vs the team average or vs specific teams (e.g. Finance, CS)
That rep's pods in the same "closing soon" structure
Comparison cards show percentage difference vs benchmarks. The same filtering and search logic applies at the individual level.
Comparative Analytics
New comparison modules let you view a rep vs the team average, or vs a specific team. Percentage variance is clearly highlighted (positive and negative), and you can use a dropdown to switch the comparison group. This adds relative performance context to raw numbers - helping you understand whether a result is genuinely underperforming or just looks that way.
Saved Views
Save filtered dashboard configurations and reuse them across sessions. This is useful for managers who regularly look at the same slices of data, such as "my CS team" or "Enterprise deals this quarter" - no repeated setup required.
Data Exporting
You can download dashboard data as a PDF (either all data or a filtered view), and export stakeholder data as a CSV.
Things to Be Aware Of
Data accuracy depends on pod hygiene. Metrics such as average engagement and win rate can be skewed by a large number of pods that are technically active but no longer being worked. This is a data cleanliness issue rather than a dashboard limitation - closing inactive pods will improve the accuracy of all reporting in the dashboard.
If your company's users are not organised into teams, the Performance Chart on the Team layer will show individual members rather than teams.