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

# Team Performance Tracking

> Monitor WhatsApp response times and activity in HubSpot

<Info>
  **Setup Time**: 15 minutes | **Difficulty**: Easy | **HubSpot Plan**: Free+ (Reports need Professional+)
</Info>

## The Problem

Sales managers can't see:

* Who's responding to WhatsApp messages?
* How fast are reps replying?
* Which reps handle the most conversations?
* Are leads being followed up?

## The Solution

Track WhatsApp performance metrics alongside HubSpot data.

<Frame caption="Team performance dashboard">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/team-performance-dashboard.png" alt="Team WhatsApp performance" />
</Frame>

## What You Can Track

| Metric                        | Where to See It                    |
| ----------------------------- | ---------------------------------- |
| Response times                | Eazybe Analytics + HubSpot reports |
| Messages per rep              | Eazybe Analytics                   |
| Conversations handled         | Eazybe Analytics                   |
| WhatsApp activity on contacts | HubSpot timeline                   |
| WhatsApp by deal stage        | HubSpot reports (with activities)  |

## Step-by-Step Setup

### In Eazybe

<Steps>
  <Step title="Access Analytics">
    Go to **Eazybe Dashboard** → **Analytics** → **Team Performance**

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/eazybe-analytics.png" alt="Eazybe analytics" />
    </Frame>
  </Step>

  <Step title="View Key Metrics">
    Dashboard shows:

    * **Response Time**: Average first response time
    * **Volume**: Messages sent/received per rep
    * **Active Conversations**: Currently open threads
    * **Unreplied**: Chats awaiting response

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/metrics-overview.png" alt="Key metrics" />
    </Frame>
  </Step>

  <Step title="Filter by Team Member">
    Select individual reps to see their performance

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/filter-by-rep.png" alt="Filter by rep" />
    </Frame>
  </Step>
</Steps>

### In HubSpot (Professional+)

<Steps>
  <Step title="Create Custom Report">
    Go to **Reports** → **Create report** → **Custom report**

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/create-report.png" alt="Create HubSpot report" />
    </Frame>
  </Step>

  <Step title="Select Data Source">
    Choose **Contacts** with **Activities**

    Filter activities by type = "WhatsApp" (if using activity type logging)
  </Step>

  <Step title="Build Report">
    Example: WhatsApp activity by contact owner

    * **X-axis**: Contact owner
    * **Y-axis**: Count of WhatsApp activities
    * **Filter**: Activity date in last 30 days

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/whatsapp-report-hubspot.png" alt="HubSpot WhatsApp report" />
    </Frame>
  </Step>

  <Step title="Add to Dashboard">
    Save report and add to your sales dashboard
  </Step>
</Steps>

## Video Walkthrough

<Frame>
  <iframe src="https://www.loom.com/embed/your-team-performance-video" width="100%" height="400" frameborder="0" allowfullscreen />
</Frame>

## Setting Performance Targets

| Metric              | Suggested Target | Why                        |
| ------------------- | ---------------- | -------------------------- |
| First Response      | \< 5 minutes     | Speed = conversions        |
| Average Response    | \< 15 minutes    | Keep conversations flowing |
| Daily Conversations | 20-40 per rep    | Balanced workload          |
| Unreplied (EOD)     | 0                | No leads left hanging      |

## Weekly Review Template

```markdown theme={null}
## WhatsApp Performance Review - Week of {{date}}

### Team Summary
- Total conversations: X
- Average response time: X min
- Unreplied at week end: X

### By Rep
| Rep | Conversations | Avg Response | Unreplied |
|-----|---------------|--------------|-----------|
| {{rep1}} | X | X min | X |
| {{rep2}} | X | X min | X |

### Action Items
- [ ] Coach {{rep}} on response time
- [ ] Redistribute workload if unbalanced
- [ ] Review unreplied conversations
```

## Best Practices

<AccordionGroup>
  <Accordion title="Review weekly, not daily">
    Daily fluctuations are normal. Focus on weekly trends.
  </Accordion>

  <Accordion title="Context matters">
    A rep handling complex enterprise deals will have different metrics than one doing quick support.
  </Accordion>

  <Accordion title="Use for coaching, not punishment">
    Metrics identify improvement opportunities, not gotcha moments.
  </Accordion>
</AccordionGroup>

## What's Next?

<CardGroup cols={2}>
  <Card title="Broadcast from Lists" icon="tower-broadcast" href="/integrations/hubspot/playbooks/broadcast-lists">
    Send campaigns to HubSpot lists
  </Card>

  <Card title="Lead Capture" icon="user-plus" href="/integrations/hubspot/playbooks/lead-capture">
    Auto-create contacts
  </Card>
</CardGroup>