Team performance: sales, profit and win ratePremium
See quotes, closed and lost deals, win rate, sales and profit per team member and for the whole team, by month, 30 days or year.
Updated 26 Oct 2026 · Needs the Premium plan
On Team (owner only), under the invite panel:
- Team totals: quotes, awaiting reply, closed, lost, win rate, and sales · profit in PKR.
- Member cards: clients, quotes, closed and lost, a win-rate bar, sales and profit, awaiting / viewed / follow-ups / drafts, last activity and contact buttons. Quotes → opens that member's quotes.
- Period: this month, last 30 days, this year or all time (Pakistan time).
How it is counted
- Closed and lost count by the date the quote was marked accepted or lost.
- Win rate = closed ÷ (closed + lost).
- Profit = selling price − vendor cost.
On Free, the page shows sample data with an upgrade note.
Related guides
- Quote status: draft, sent, viewed, accepted and lostWhat each quote status means, how it changes, and how to mark a quote accepted or lost or reopen it.
- Invite managers and agentsCreate a one-time invite link for a manager or agent, share it on WhatsApp, and manage roles. Team members need the Premium plan.