Performance and workload
What it is for
The Performance tab shows how much work each person has and how they are doing: open leads, quotations sent, won value, tickets resolved and first response time. It helps you spot who needs help today and who has free capacity.
How to get there
Sidebar → Settings → Team (the Performance tab is the default
view) · app.growtek.io/en/team/workload
The screen in detail
- Date picker for the period.
- Key metrics: Active today, Open leads, Quotations sent, Won value, Close rate and First response, compared with the previous period. Click one to see who.
- Needs attention: what is worth checking today, person by person (overdue tickets, overload, unqualified leads, no activity).
- Today: who is active and since what time.
- Team: one card or row per person, with their Workload and their status today. It can be sorted by won value, close rate, workload, activity, quotations, tickets resolved, first response or name, and shown as Cards or Table.
How workload is measured
| Workload | When |
|---|---|
| Free | Has less than half of what the typical person on the team has (the median). |
| Balanced | Is within the team's normal range. |
| Overloaded | Clearly has more than the rest (more than 1.5 times the median and at least 3 more), or has reached their lead cap. |
Status today: Online (activity in the last 5 minutes), Active today or No activity today.
What you can do
- Use the quick filters, such as Overloaded or With overdue tickets (Clear filter to see everyone again).
- From Needs attention, go straight to View tickets, View workload, Qualify or View profile.
- Reassign leads from the pipeline (Assign to…) or tickets (Reassign) to whoever is free.
Required permissions
| Action | Permission |
|---|---|
| View the team's performance | workspacePermissions.read |