Team reports
See calls, meetings, emails, tasks, first-reply times, overdue work, won deals and approvals per person or department, and download them as CSV.
Who can use this
OwnerCompany adminDepartment managerRequirements
None beyond the role
The team report shows what each person or department did in a period. Owner Company admin see everyone; Department manager sees their own department (Your department: …).
Open Reports in the menu and select the Team tab. A Department manager without CRM access sees the team report straight away.
Choose what to see
- Set the Date range with From and To.
- Owners and Company admins can pick a Department or All departments.
- Under Group by, choose People or Departments.
- Under Sort, choose for example Most active, Won value, Fastest first reply or Most overdue.
- Select Apply.
What the columns mean
| Column | What is counted |
|---|---|
| Calls | Calls placed in Dromix plus calls logged on deals, leads and contacts |
| Meetings | Dromix meetings attended plus meetings logged on deals and leads |
| Emails | Emails sent from a connected mailbox in Dromix |
| Tasks done | My work tasks and CRM tasks completed by the person |
| First reply | Median time from assignment to the first reply on leads, and from start to the first response on requests |
| Overdue | Open tasks and approvals past due right now (a live count, not for the period) |
| Deals won | Count and value, in your base currency |
| Approvals | Approval steps decided in the period (approved / rejected) |
Calls placed and emails sent in Dromix are counted from the release that added team reports. Earlier activity only counts when it was logged on a record.
Download
Select CSV to download the report with the current filters, for example to share it in a meeting.
For pipeline, revenue and the funnel, see Sales reports.