"Performance by executive" is the report that gives you a consolidated view of each team member's individual performance: conversations, metrics, and commitment completion rate.

Click "+ New report".

In "Group type", select "Executive Report".

In "Report type", select "Performance by executive".

Choose the frequency: Daily, Weekly, or Monthly.

Write a name for the report.

Enable the toggle.

Save the changes.

Number of meetings, calls, and messages for each executive in the period.

Individual average performance.

Average Success Prediction of their conversations.

Commitment completion rate.

Average client mood.

This report is valuable when you manage a large team and don't have time to review the dashboard in detail every week. Receiving it in your email gives you a quick snapshot of each person without entering the tool, and you can decide which ones to dig deeper into that week.