Tasks and team performance
Tasks made, done and overdue, and each person's leads, quotes, bookings, revenue, replies and tasks side by side.
1 min readChecked October 4, 2026
Two areas of Reports look at how your office works.
| Report | Area | What it tells you | The dates are |
|---|
| Task Performance | Tasks | Tasks made, completed and overdue, by employee. | made, completed or due in the period; overdue as of now |
| Team Performance | Office Performance | Leads, quotes, bookings, revenue, replies and tasks done, for each person side by side. | leads by the day they came in; revenue by move date; tasks and messages by their day |
A person who only sees their own orders gets figures for their own orders in these too.
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