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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.

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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.
  • Coaching columns read coaching reviews of the calls each teammate was on. A review counts for every teammate on the call, never for the manager who reviewed it. Pick a measure:
    • Call score: the average of their submitted reviews, as a percentage. A teammate with no reviewed calls shows ”—”, not 0%, and doesn’t pull the team average down.
    • Calls reviewed: how many of their calls have a submitted review.
    • Waiting for review: reviews nobody has submitted yet, Stella’s drafts included.
    • AI score: the average of Stella’s drafted reviews no manager has submitted yet. It’s kept apart from Call score so an unchecked grade never mixes with a reviewed one.
    Optionally limit a coaching column to one scorecard, and compare it to the team average.
  • One team only. A table can list one team’s members instead of everyone. The Team views in a new workspace’s reports are set up that way.

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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.

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Troubleshooting