Workspace Reporting

Performance overview

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

Selected report

Total Working Hours

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Hours logged in this period

Total Transfers

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Combined team output

Performance TPH

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Target-adjusted payroll rating

Actual Team TPH —

Daily Transfers

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Select a day

Daily Performance TPH

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Daily Actual TPH —

Performance report

Team performance

Daily transfers and period totals, rep by rep.

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.

Campaigns

Create, rename, archive, or soft-delete campaigns. History is preserved; the owner can restore deleted campaigns.

Manage Reps

Add and manage the selected campaign’s team.

Daily records

Manage Working Hours

Set working hours for selected representatives.

Select a date and representatives, then preview before saving.

Manager Dashboard

Sign in with your Administrator or team account.

Change password

You must change your temporary password before continuing.

Campaign Finance Settings

Changes apply to this campaign only. Effective-dated rates are appended or updated for the selected date; earlier rates and finalized records remain unchanged.

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