The Performance tab on the Team page shows how each person is doing and keeps their reviews, and every person's window has a Performance tab too. It's on the Pro and Scale plans.
Who sees what
- The owner and admins see the scorecard and every review of the people they manage, drafts and private notes included. An admin never sees the owner's and can't see or write their own.
- Each person sees their own scorecard and only the reviews that were shared with them. Nobody else on the team sees them.
The scorecard
Pick This week, Last week, This month or Last month. For each person you see:
- Hours from the time clock, against their usual week (set on their Pay tab — 40 hours unless you change it). A week that's still going counts only the work days so far.
- Calls, conversations (calls that connected) with the share of calls that connected, talk time and Interested leads.
- Texts and emails they sent themselves, contacts and deals they added and tasks they finished.
- Calls per hour and conversations per hour worked (once they've clocked at least 15 minutes).
- Where they stand on each team goal — hit, on pace, behind or missed — and, for a daily goal, how many work days they hit it.
Only what each person did themselves counts — campaign and AI messages are nobody's. Someone without a Direct REI login has hours only; someone who doesn't use the time clock has no hours or per-hour numbers.
Analytics → 🎯 Team goals. The scorecard shows how they're doing against them.Write a review or log a 1:1
Click ⭐ Write a review or 📝 Log a 1:1 (or use the buttons in a person's window). Three types:
- Performance review — a rating from 1 to 5 stars, what went well, what to work on, overall notes and goals for next time. Tick Attach their scorecard to keep their numbers for the review period with it.
- 1:1 meeting notes — what you talked about and next steps.
- Private note — something only the owner and admins who manage them will ever see. It can't be shared.
Open Also set a team goal for them to give them their own number on a team goal (calls per day, deals per month…) when you save.
Share it — they acknowledge it
- Save draft keeps it to managers only; they don't know it exists.
- Save & share shows it to them. They get a notice that doesn't include what you wrote, and a "A review is waiting for you" card on their Home page.
- They read it on the Performance tab, add a comment if they want, and tap I've read it. You're told.
Until they acknowledge it you can still edit it (they see it was edited) or Take back it to a draft. Once they acknowledge it, it can't be changed — only the account owner can delete it.
Notifications
In Settings → Notifications, the Reviews & 1:1s row covers a review shared with you and, for managers, someone acknowledging one — on your phone or desktop, and by email if you turn it on.
Ask Oliver
Try "how did Jane do last week", "show me the team's scorecard this month", "has Sam acknowledged his review" or "write Jane's review for last month" — Oliver checks her numbers and saves a draft for you to read over and share. Oliver never shares a review, and never shows scorecards or reviews in a shared Team Chat channel.
What's next
Set the numbers to hit with Analytics, team numbers & KPI goals, track hours with Team page: time clock, announcements & your script library, and tie bonuses to results with Payroll prep: pay, overtime, bonuses & time off.