Employee Scorecard
  • 19 Aug 2022
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Employee Scorecard

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This is an exclusive feature for Premium teams where you come in to see your employees' performance on a weekly basis (Mon-Sun). It shows you the KPIs from the Dashboard and then some but broken down per employee. If you have an employee that you don't want to be included in the scorecard, you can opt them out in the Settings button.

Premium Feature
Employee Scorecard is only available to Premium teams. If you are interested in upgrading, please email billing@investorfuse.com or reach out to Support.

The Employee Scorecard is a real-time view of your team's performance which means the current week will immediately update as they work on opportunities or complete actions. Additionally, a cron job is run every Monday at 1 am EST to update the weekly view and add the current week. 

  1. Select a team you wish to view
  2. Select Dashboard on the left menu
  3. Click the Employee Scorecard tab
  4. Click the Settings button on the right-hand corner to adjust the data being displayed

If you have smrtPhone integrated, the Scorecard will give you the following KPIs:

  • Inbound Calls
  • Outbound Calls
  • # of Calls More Than 1 Minute
  • # of Calls More than 5 Minutes
  • Total Talk Times in Minutes

This is related to the Communication Assignment and Mini Dashboard.

The rest of the default KPIs are:

  • Completed Actions
  • Contacts
  • Touches
  • Opportunities Touched
  • New Leads Assigned
  • Released Opportunities
  • Leads Converted to Opportunities
  • Appointments Booked
  • Verbal Offers Made
  • Contracts Sent
  • Contracts Accepted
  • Closed Deals
  • Dead Opportunities



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