Team KPIs & performance

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MyQuadro / Team performance Interactive example · Sample data

Explore 27 sample team members through October 16, 2026: 12 salespeople, 12 installers, and 3 operations team members. Each person has a different workload and individual goals. Filters update every metric and the table. Sales figures use the planning assumptions below; operations and installation remain sample activity.

Sales planning model 12 salespeople · Up to 4 appointments per workday · $8,700 average ticket Individual appointment volumes, closing rates, and revenue goals Installer capacity: maximum 10 installations per week, per person (2 per workday). At $8,700 per job: $17,400 per workday or $87,000 per week per installer; $1,044,000 weekly capacity across 12 installers. Illustrative projections vary by person and date, with distinct ups and downs and improving overall trends. Closing rates stay below 50%. Expected sales may be fractional; these are not completed transactions. Revenue = expected sales × $8,700. Installed value = completed jobs × $8,700. Sample payments assume full collection at completion. Installer receipts and Operations collection credit describe the same payments and are counted once in the combined total; sold revenue and installed value are separate lifecycle measures and should not be added together.

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Choose a start date and end date, with the start on or before the end.

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Individual performance · Selected period

Team member / role
Appointments
Expected sales / appointments
Closing rate
Projected revenue
Installations on time
Completed jobs
Installed job value
Payments collected
Orders processed
Tasks completed
Order accuracy
Avg. turnaround
Overdue tasks
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Trends & goals

Solid teal = projection for Sales and sample actuals for other departments. Dashed orange = goal. Sales and installation charts use Monday–Friday workday averages; operations orders and tasks also use workday averages. Installers are capped at 2 installations per workday and 10 per week. Values are grouped by week. Operations accuracy is weighted by orders processed; turnaround is average hours per order; overdue tasks use the latest snapshot in each week. Lower turnaround and fewer overdue tasks indicate improvement.

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View weekly values
Week of
Actual
Goal
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Make progress visible

Review individual KPIs against goals and compare results across reporting periods.

Turn results into next steps

Use overdue follow-ups, stalled orders, and return visits to guide coaching and daily priorities.