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 Default Metric Set box and select the applicable metric set (the metric set currently being used by the department)
  4. Click the Add Report Group button under Team Structure 
    1. Under Report Group, 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 report selected 
  5. Save

  1. Under Report Group, search and select the teams that the leader has access to (see Project Gamma & Project Omega example below)

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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