How to View Which Team Member is Capturing the Most Leads

Tracking team performance is essential for understanding your pipeline growth. If you are managing a team in Banana, you can easily view detailed metrics to see which team members are bringing in the highest volume of new leads. Follow this guide to access your team performance reports and identify your top lead generators.

Step 1: Navigate to the Reports Dashboard

Log into your Banana account and locate the main navigation menu. Click on the Reports (or Analytics) tab. This section provides a bird's-eye view of your organization's data, including sales, contact growth, and team productivity.

Step 2: Open Team Performance Metrics

Within the Reports dashboard, look for the section dedicated to user or team data. Click on Team Performance (or Lead Sources). This report breaks down lead acquisition and deal progression by individual team members.

Step 3: Set Your Date Range

To ensure your data reflects the specific period you want to analyze, adjust the timeframes at the top of the report:

• Predefined Ranges: Use the Date Filter dropdown to select options like This Week, This Month, or Year to Date.
• Custom Range: Select a specific start and end date to analyze a promotional period or a targeted marketing campaign.

Step 4: View the Lead Capture Leaderboard

Scroll down to the Leads Generated or Contacts Added chart to see a breakdown of your team's performance:

• Visual Chart: Use the bar or pie charts to quickly identify who has the largest share of new leads.
• Data Table: Review the exact number of leads captured by each team member alongside metrics like conversion rates.

Admin Tip: Sort Your Data

You can click on the column header for Total Leads in the data table to sort the list in descending order. This instantly brings your top-performing team members to the top of the list for easy review.