Read team reports
When to use this: You need weekly visibility into visits, pipeline, and outcomes.
Where: Workspace → Reports
- Open Workspace → Reports.
- Set the date range and optional rep or campaign filters.
- Switch tabs for the metric you need (see table below).
| Tab | Use for |
|---|---|
| Visits | Visit counts by rep |
| Demo | Demo activity |
| Leads & MTD | Pipeline and month-to-date |
| Digital card | Digital card outcomes |
| Conversion | Stage conversion rates |
| Subscription | Subscription metrics |
| PJP | Journey plan adherence |
| New customers | New customer wins |
| Outcomes | Stage outcome breakdown |
If it goes wrong
Section titled “If it goes wrong”| Symptom | Likely cause | Fix |
|---|---|---|
| “Loading chart…” persists | Campaign or date range still loading | Wait a few seconds; pick a campaign from the dropdown |
| Empty KPI cards | No data in selected range | Widen the date range or select All team then drill into a rep |
| Rep filter missing | Signed in as rep | Managers/admins see the VIEWING rep picker; reps are auto-scoped |