The overall performance report tries to give summarized look of the performance for all users.


  • First contacted : based on the 'first contact' date of  contacts owned by the user
  • Introduction : based on the 'introduced date' of the the introduction in the pipeline owned by the user
  • CCM1 : based on the 'start time' of the interview, with stage 'CCM1', owned/organized by the user
  • Placed : based on the 'placed date' of the the introduction in the pipeline owned by the user
  • Client meeting : based on the 'start time' of the meeting, with type 'Client meeting', owned by the user
  • New contracts : based on the contract period's start date of the companies owned by the user


All numbers are clickable and will take you to the list of records representing the values.