Overview
The Aggregate table report puts one row per teammate and totals their activity across related records and conversations: calls, demos, emails, deals, or any object you connect. It’s the report to reach for when comparing reps, tracking activity, or spotting who’s ahead of or behind the team average.How it works
- Rows are people by default. The report roots on Users, so each row is a teammate. (Root it on an Object instead only if you want a row per record of that type rather than per person.)
- Columns are aggregates over each person’s related records and conversations. Counts of calls, demos, emails, deals, and so on.
- Optional column types turn raw counts into insight:
- Rate: a percentage (e.g. demos booked ÷ calls made).
- vs. company average: how each person compares to the team mean.
- Computed ratio: a custom ratio between two columns.
Using it
1
Add an Aggregate table report
On a dashboard, add a block and choose the Aggregate table report.
2
Pick the activities to total
Add columns for the record and conversation types you care about: calls, demos, emails, deals.
3
Add rate / ratio / average columns
Layer on a rate (e.g. win rate), a computed ratio, or a vs-company-average column to make the numbers comparable.
4
Filter the window
Scope to a date range (this month, this quarter) with a filter so the totals mean something.