Members page is the team members performance analytics dashboard!
Here, you'll find a comprehensive overview of each members role details, their contributions and achievements. This page is ideal for tracking key metrics on a user level, pinpointing over-achievers, and identifying opportunities for team members growth.
Important Notes
Members page is accessible to Super Admins and Sales Managers by default and Users will have exclusive access by default.
This means that a User with exclusive access will not have Members page available on the menu, but only access to their own 
Analytics dashboard
(learn more about Users Analytics dashboard here).
Fixed page elements
Let's cover top elements first.
Roles filter
Roles filter
Filter out user view per roles assigned to users.
This provides you with easier and more precise review of team member stats, especially if you've created separate roles for Setters and Closers.
Date range filter
Date range filter
The date range filter helps you analyze stats and performance by applying specific date range or using predefined date ranges.
Filter will be set to "Last seven days" by default.
Columns filter
Columns filter
Allows you to customize 
Members page view by choosing columns with data you'd like to see.
Choose to Select all or Deselect all, or add/remove specific columns. Main column with User name is fixed, and see below columns available for selecting/deselecting from the view (all columns will be explained in detail in the Columns section below):
Role
Sales
Deposit
Calls
Strategy calls
Total cash
Engagement
Total cash per call
Recurring
Live closing rate
Live engagement rate
No show rate
Closing rate
And that's not all. Columns filter allows you to change the order of columns, by grabbing a column and moving it up or down to customize the order of appearance.
Add member button
Add member button
This is quick Invite users button, from where you can invite more users to the account, by entering new user email, selecting user role and assigning a user to the team
(if created in 
Settings → User Management → Teams)
Kindly note that number of User seats available differ between subscription plans and adding new user may affect your billing account.
Startup
users have 1 seat available by default, and can add more at $36/month per user seat or to upgrade to Business at any time.
Business
users have up to 5 User seats available and in case they would like to add more at $36/month per user seat or to upgrade to Enterprise.
Enterprise
users can have unlimited number of seats. Feel free to reach out to us and we'll make the best price for you.
On top of that, Business/Enterprise users have the ability to to create new roles and customize permissions.
Here's also a quick overview of the fixed bottom page elements:
Column totals
summarizing data from the columns for each column
or average if data is shown in percentages
Choosing how many rows you'd like to see per page
Switching between pages buttons
Members Columns explained
Here's a detailed overview of the Members page columns.
Name
Name
User name set in User profile account.
Column is fixed, and can't be moved to different position in the view or removed.
Role
Role
User role assigned in 
Settings → User Management menu.
Calls
Calls
Current total number of calls a user has assigned.
Strategy calls
Strategy calls
Total number of Strategy calls User had for a select date range.
Total Cash per call
Total Cash per call
Average income User is generating per all Strategy calls for a selected date range.
Total Cash
Total Cash
Total income generated by User for the selected date range.
Engagement
Engagement
Rate shown in percentages, calculated as
Total Number of Won plus Deposit Deals a User made divided by Total Strategy Calls
No Show Rate
No Show Rate
Average no show percentage rate for a specific user, across all events where the call was scheduled, but then selected No Sale → No Show reason.
Sales
Sales
Total number of Sale outcomes a user made for the selected date range.
Deposit
Deposit
Total number of deposits a User made for the selected date range.
Recurring
Recurring
Income generated by User from Recurring deal types for the selected period of time.
Closing Rate
Closing Rate
Showing Total Percentage of the Won Deals divided by Strategy Calls, for a specific user, for the selected date range
Live Closing Rate
Live Closing Rate
This is a more precise closing rate, calculated as
Calls with Sale outcome divided by (Total Calls minus No show outcomes minus Cancelled Calls
Live Engagement Rate
Live Engagement Rate
Calculated as (Total Number of Won plus Deposit Deals) divided by Total Strategy Calls
Learn more
Members User Card - Super Admins guide
Analytics - Super Admins guide
Analytics for Users