Teams & Branches

Team Performance

Review employee activity, targets and outcomes using available performance reports.

Business areaTeams & Branches
Designed forDSA owners and Managers
Available plansStarter, Professional, and Enterprise
Feature overview

What Is Team Performance?

Operational reports help owners and managers review activity using the same records employees update during daily work.

Team Performance works with Employees, Targets, and Reports as part of the wider DSACRM Teams & Branches workflow.

Business problem solved

Why Team Performance Matters

Performance reviews take too long when activity and outcomes must be rebuilt from separate trackers.

How it works

A Clear, Practical Workflow

  1. 01

    Use configured employee ownership across daily work.

  2. 02

    Record relevant activity and outcomes.

  3. 03

    Review available employee or team reports.

Inputs or setup

What You Configure

  • Employee structure
  • Operational records
  • Targets where configured
Result or output

What Your Team Gets

  • Team activity view
  • Employee performance report
DSACRM team performance and business reporting views
Actual DSACRM product view

Important to Know

  • Report quality depends on consistent operational data entry.
Common questions

Team Performance FAQs

Quick answers about usage, setup, outputs and plan availability.

What is Team Performance in DSACRM?

Operational reports help owners and managers review activity using the same records employees update during daily work. Review employee activity, targets and outcomes using available performance reports.

Who should use Team Performance?

DSA owners and Managers can use this capability within the Teams & Branches workflow.

Which DSACRM plans include Team Performance?

Team Performance is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.

What needs to be configured for Team Performance?

Typical setup includes Employee structure, Operational records, and Targets where configured.

What does the team get from Team Performance?

The supported outputs include Team activity view and Employee performance report.