Team Efficiency Report

Are the hours your team spends to service your customers in line with your gross margin targets? Use this report to ensure team efficiency.

Written by Kate Neal
Updated over a week ago

Leverage this report to ensure the service your team provides is commensurate with the revenue your customer pays. Before you use this report, make sure to update your Team Effort settings here.

Once you've configured the settings, open this report and sort the 'efficiency rate' column to see accounts flagged in red that exceed your efficiency threshold target. That should help provide a short-list for your CS management team to investigate why those customers are taking more team bandwidth than desired and optimize your customer engagement model and reset customer expectations where needed.

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