Viewing the Organization Performance
The Performance page in the Organization module provides information on the up-to-date performance of the Representatives. This page is informational only, and does not enable changes in the displayed data. The displayed data is split in a left-hand column reflecting the workforce name and hierarchy, and a right‑hand table providing the Representatives’ data.
- Organization's Transactions report
- Organization Performance - Overview
- Viewing a Department Performance – Overview
- Viewing a Department Performance – Details
- Viewing a Single Representative Performance – Overview
- Viewing a Single Representative Performance – Details
- Exporting Representatives' Performance to Excel / Pdf
- Copy of mass transactions