Team Dashboard

As an Admin or Owner role, view your teams Seamless.AI usage and productivity right from your Team Dashboard!

Keeping track of your team’s goals and progress is simple on your Team Dashboard. You are able to check if your team is on track to CRUSH YOUR GOALS!

Permissions for the Team Dashboard

Permissions for the Team dashboard function off of the Group assignments that can be accomplished via the User Management page.

Permissions vary from both User Role and user group permissions but the Team Dashboard is limited to Owner and Admin Roles

• If a Admin or Owner does not have a group assigned they will have the ability to access all Group dashboards as well as the entire Organizations metrics
• If a Admin or Owner has a group assigned to their user, they will only have the ability to view metrics for the assigned groups

Features of My Team Dashboard

Team Usage Report

My Team Usage Report will show a consolidated view of your Orgs Metrics or the assigned Group metrics that a user has the ability to view.

The Groups can be changed via the Dropdown menu located in the top right corner of the screen

ROI Calculator

The ROI calculator is a simple but useful tool in learning how much Return on Investment Seamless.AI is providing your Company! Simply, enter the below criteria and the ROI will be automatically calculated based off of your lead generation and entered criteria for the entire organization or Groups that are selected on your Team Dashboard page:

Average Lead to Sales Conversion Rate(%): This number can be estimated or calculated off of your own internal data around how many leads you contact versus convert into Sales!

Average Order Value

My Team Leaderboard

My Team Leaderboard will give the Admin/Owner usage metrics around their team that can be easily compared to prior metrics within the Team Leaderboard dashboard component.

This section will also only contain members that the Admin/Owner are eligible to view depending on the Group Role assignment from the User Management page.

For Example, if an Admin / Owner is assigned to a group, they will only be able to see their group members within the “My Team Leaderboard” component.

Download User Activity Report

Generate and download a CSV to summarize report of all Find / Research activity per user for the selected report type and duration. Personalize the generated report to your needs by selecting the product, report type, duration, and groups.

Upon clicking download, your report will begin creation. Upon completion, your report will download to your browser and will also be emailed to your account email.

Report will not include current day activity.

Setting Your Goals

Lead Goal: By clicking the Settings tab on My Usage Report, customize the number of leads your team is working toward per month!

ROI Calculator Settings: Customize your ROI report to meet your sales or company specific by editing the ROI Lookback Period, Average Conversion Rate, and Average Order Value.