Benchmarking for a specific team/department

Create a Benchmark Report for Specific Area or Demogaphic

How to create a new benchmark report for a specific area or demographic

  1. Select Benchmarking > New from side navigation 
  2. Add a  Report Name (e.g. Sales Team Benchmark Report) 
  3. Click the Result Metric Set box and select the applicable metric set (the metric set currently being used by the department)
  4. Click the Add team button under Team Structure 
    1. Under Team, select either the departments highest level report (e.g. Sales Team - see example below) or select each specific teams you want to Benchmark
    2. Click Autopopulate Children box to automatically add all teams that sit underneath the team selected 
  5. Save
Once you've created your benchmark report Admins can access this the report. You can also assign additional viewer access - see our guideY

Here's what it looks like



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