> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team performance

> A row-per-teammate report of calls, demos, emails, and deals: with rates, ratios, and team-average comparisons.

## 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

<Steps>
  <Step title="Add an Aggregate table report">
    On a dashboard, add a block and choose the **Aggregate table** report.
  </Step>

  <Step title="Pick the activities to total">
    Add columns for the record and conversation types you care about: calls, demos, emails, deals.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Filter the window">
    Scope to a date range (this month, this quarter) with a filter so the totals mean something.
  </Step>
</Steps>

## Troubleshooting

| Symptom                        | Likely cause                                                                         | What to check                                                  |
| ------------------------------ | ------------------------------------------------------------------------------------ | -------------------------------------------------------------- |
| A teammate's totals are all 0  | Their activity isn't linked to records/conversations, or the date filter excludes it | Check record ownership and the date window.                    |
| A rate / ratio column is blank | The denominator is 0                                                                 | A ratio can't divide by zero, expected until there's activity. |

## Related

* [Reporting overview](/bi/reporting/overview)
* [Build your first report](/bi/getting-started)


## Related topics

- [Business Intelligence](/bi/overview.md)
- [Stat card](/bi/reporting/stat-card.md)
- [Sales](/start/use/sales.md)
- [BI Best Practices](/bi/best-practices.md)
- [Bar Chart](/bi/reporting/charts/bar.md)