Workspace Reporting

Performance overview

A focused view of your team's output and productivity.

Selected campaign

Reporting period

Choose any date in the week

Selected report

Total Working Hours

—

Hours logged in this period

Total Transfers

—

Combined team output

Performance TPH

—

Target-adjusted payroll rating

Actual Team TPH —

Daily Transfers

—

Select a day

Daily Performance TPH

—

Daily Actual TPH —

Performance report

Team performance

Daily transfers and period totals, rep by rep.

Req TPH date

No reps are assigned yet

Use Manage Reps to add people to this campaign’s roster.

Create your first campaign

Campaigns keep each team's daily records separate. Add one to start using the dashboard.

Perf TPH = actual transfers ÷ expected transfers (target-adjusted) · Req TPH = required transfers ÷ target hours

Performance guideBelow 0.750.75–0.840.85+

Daily entry

Save one performance record per rep per date.

Manager Dashboard

Sign in with your Administrator or team account.

Administrator only

User Management

Create and control team access. Only the Administrator can use this section.

Authentication settings

Create team account

Every team account (QA, Coach, Viewer, Editor) has full operational access to its assigned campaigns: Overview, Manage Reps, Daily Records, Set Working Hours, and Daily Targets. Access is decided by campaign assignment, not by the role label. Invoice & Payroll, User Management, and global Administrator settings stay exclusive to the Owner. New accounts must sign in with the temporary password and change it immediately.

Team accounts

Search

Role

Status

Campaign

Archived (deleted) users — Administrator review only

Soft-deleted accounts stay here for audit. They cannot sign in, hold no sessions, and are never reactivated automatically. Their historical records are preserved.

Active sessions

Recognized devices

Recent login attempts

Security audit log

Select an agent and working date to view actual performance and assigned targets.