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How do I track my team's progress?

Navigating the Dashboard, Activity, and Reports Tabs

Team Leader Dashboard & Reporting Overview

As a Team Leader, your SalesBoost platform gives you multiple tools to support a culture of learning and ensure your team’s success.


Dashboard Tab

Get a quick snapshot of team performance with the Top 3 and Bottom 3 in the following areas:

  • Average Course Score

  • Completed Courses

  • Overall Learning Performance

  • Goals vs. Actual Achievement


Activity Tab

See a up to 3 months of activity of any individual team member by date, including:

  • Quizzes taken

  • Rehearsals taken

  • Assessments taken

  • Courses completed (and scores)

Team Tab

Dive into individual performance:

  1. Navigate to the Team tab.

  2. Search for a team member.

  3. View their:

    • Assigned courses

    • Courses started

    • Courses incomplete
    • Completed courses with scores

    • Activity
  4. Manage their:
    1. Email
    2. Property
    3. Role
    4. Team Members

Report Tab

Access detailed insights via the Reports tab. Available report types include:


    • Summary of Learners
      Track engaged vs. unengaged learners.

    • Logged In Status
      View which learners have successfully activated and logged into their accounts.

    • Course Activity
      Monitor team progress across courses, including:

      • Courses completed

      • Auto-completed courses

      • Rehearsal activity and other key metrics