Team Tab

Overview

The Team tab provides per-person performance analytics for your team. It shows who's busiest, who generates the most revenue per hour, and where utilisation could be improved.

Key Metrics

On a phone these four sit in a Key Metrics carousel and the labels shorten to Team Members, Appointments, Revenue / Member and Top Performer.

Insight Cards

The Team tab generates the richest set of insight cards in the main tab suite, with up to 12 types:

• Workload balance: Flags when appointment volumes are unevenly distributed across the team. Includes "View [Name]" actions linking to the top and bottom performers' schedule tabs
• Revenue contribution: Identifies team members whose revenue share doesn't match their volume share (e.g., doing many appointments but generating proportionally less revenue). Includes actions linking to the members with the largest gaps
• Team revenue per hour: Compares each team member's effective hourly rate (revenue divided by booked time). Identifies who generates the most and least per hour. Includes actions linking to both
• Duration variance: Highlights differences in average appointment duration between team members, which may indicate training opportunities or different service mixes. Links to the slowest performer
• Appointment value spread: Compares average revenue per appointment across team members. Highlights members with notably low average values and links to their profile
• Efficiency index: A combined ranking across revenue per hour, appointment count, and average value. Identifies your most efficient all-round performer and links to their profile
• Capacity balance: Shows how each member's appointment load compares to an equal share of the team's total. Links to a "View Team" action
• Solo operator: Detects when you're operating as a one-person team and provides context-appropriate insights about your performance without team comparisons
• Team size revenue: Analyses total revenue relative to team size, benchmarking your per-member output
• Team pacing: Measures booking frequency per team member, identifying who has the fastest and slowest appointment pace. Links to the slowest-paced member's schedule
• Dependency risk: Warns when a single team member handles a disproportionate share of all appointments, creating a business continuity risk. Links to the top performer's profile
• Staff utilisation: Compares booked hours against available hours (from working hours templates) for each team member. Calculates how many extra appointments could be booked without adding hours. Colour-coded: green for 80%+, amber for 50-80%, red for below 50%. Links to the member with the lowest utilisation. Includes a calculation explainer showing how utilisation is derived from working hours templates and booked appointment time

Each insight card includes "View [Name]" action buttons that link directly to the relevant team member's profile or schedule page.

Charts

Appointments by Member

A bar chart comparing appointment counts across team members. Each bar is labelled with the team member's first name. Hover for the full name and exact count.

Team Revenue Distribution

A chart showing each team member's revenue share of the total team revenue.

Team Utilisation

A detailed section showing per-member utilisation rates:

• Members are sorted by utilisation rate (highest first)
• Each team member is listed with their photo (or initials)
• A progress bar shows booked hours vs. available hours
• A percentage badge is colour-coded: green (80%+), amber (50-80%), red (below 50%)
• The raw hours are displayed (e.g., "32h / 40h")

Utilisation is calculated from each team member's configured working hours template, so it accurately accounts for part-time workers and different schedules. A team member who works 3 days a week and is fully booked will show high utilisation, not low.

Individual Performance Table

A detailed table listing every team member with columns:

On smaller screens, some columns (Rev/Appt, Rev/Hr) are hidden to fit the layout. Team member names are clickable and navigate to their profile page.

Capacity & Utilisation

Below the performance table, the Capacity & Utilisation card opens the full capacity analysis for both team members and resources.

1. Open the Team tab.
2. Select Deep Dive on Capacity & Utilisation.
3. In the full-screen panel, select Run Capacity Analysis.

It shows where idle capacity is hiding and what filling it would be worth. See Capacity Utilisation.

Related Articles

• Services Tab: To see performance by service rather than by team member
• Understanding Insight Cards
• Filters and Controls: Filter all data by specific team members
• Capacity Utilisation