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# Understanding the team performance dashboard

Read the performance table columns — Source, Leads, Closed, Stalled, and Conversion — to evaluate team output.

2 min readUpdated Mar 10, 2026

In this category · 5 articles

[Signing up for Proquiro](/help/getting-started/signing-up)[Completing the onboarding walkthrough](/help/getting-started/onboarding-walkthrough)[Navigating the Proquiro dashboard](/help/getting-started/navigating-the-dashboard)[Installing Proquiro on your phone](/help/getting-started/installing-the-mobile-app)[Understanding the team performance dashboard](/help/getting-started/team-performance)

## Getting Started

[Signing up for Proquiro](/help/getting-started/signing-up)[Completing the onboarding walkthrough](/help/getting-started/onboarding-walkthrough)[Navigating the Proquiro dashboard](/help/getting-started/navigating-the-dashboard)[Installing Proquiro on your phone](/help/getting-started/installing-the-mobile-app)[Understanding the team performance dashboard](/help/getting-started/team-performance)

The Team Performance section on the dashboard gives managers and admins a bird’s-eye view of how the team is executing across the pipeline. It’s where you go to understand not just what’s happening, but who’s driving results.

![Team Performance dashboard showing leads, closed, and conversion by team member](/help/screenshots/team-performance.png)

## Accessing the dashboard

The Team Performance table appears on the main **Dashboard**, below the Intelligence Layer and Top Districts sections. Scroll down past the district rankings and you’ll find it.

## What you’ll see

The table lists each team member with the following columns:

- **Source** — the lead source or channel attributed to that member, so you can see which channels are feeding which people
- **Leads** — total number of leads assigned to them
- **Closed** — how many leads they’ve successfully closed
- **Stalled** — leads with no recent activity (a high number here is a signal to check in)
- **Conversion** — the member’s lead-to-close conversion rate, arguably the most telling metric of the bunch

**Tip:** Sort by Stalled to quickly identify where leads might need reassignment or a follow-up nudge. A stalled lead isn’t necessarily lost — sometimes it just needs fresh attention.

## Filtering

Use the date range picker to adjust the reporting window. You can also filter by specific team members to compare individual performance side by side. This is particularly helpful during weekly reviews or one-on-ones.

## Who can access this

Only **Owner**, **Admin**, and **Manager** roles can view the Team Performance section. Field Executives and Lead Assistants see only the standard dashboard. This keeps sensitive performance data visible to the people who need it for coaching and planning.

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## Related articles

[Getting StartedInstalling Proquiro on your phone](/help/getting-started/installing-the-mobile-app)[Getting StartedNavigating the Proquiro dashboard](/help/getting-started/navigating-the-dashboard)[Getting StartedCompleting the onboarding walkthrough](/help/getting-started/onboarding-walkthrough)