Who should get this appointment? Team Performance Scores turns each member's history into a score from 0 to 10 and shows it in the team picker, at the moment you choose.
Settings -> Features.What goes into the score
- Close rate
- How often the member's handled appointments ended done with revenue.
- Non-cancel rate
- How rarely their handled appointments were canceled.
- Ticket
- Their average ticket, compared with the top average on your team.
Handled means done or canceled. The number of appointments is not an input to the overall score.
Where you see it
- 1Start a new appointment
Open the team picker on the new appointment form.
- 2Read the list
The team sorts from best to worst. Each member shows a score badge, plus a card with their close rate, average, cancel rate, and appointment count.
- 3Pick an appointment type
The list re-ranks for that exact type, and the card adds a row for that type.
What the labels mean
| Label | Score |
|---|---|
| Excellent | 7.5 and up |
| Solid | 5 up to 7.5 |
| Needs work | Below 5 |
| New | No history to score yet |
The score for one appointment type
The type score is separate from the overall score. It compares how many appointments of that type the member has done, and their average ticket on that type, with the rest of your team.
Frequently asked
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