The Team at a Glance report is a table listing sales users who report directly to the logged-in user. Listed also are key performance indicators for each sales user for the current enterprise quarter. Also accessible is data for indirect reports.
The following data is displayed in the Team at a Glance report:
Resource: The sales user. If the resource has direct reports, this displays as a hyperlink.
Account Coverage: The number of interactions in the current enterprise time period for all opportunities
Lead-Opt Conversion: The percentage of leads that are converted to opportunities by this resource
Average Deal Size: The average deal size per opportunity for that resource
Average Close Time: Average time taken by resource to close deals
Win Rate: Measures the percentages of opportunities the resource has closed with a status code of Won in the current enterprise time period
You can access the Sales Representative Account Activity Chart by clicking on Account Coverage.