The Team tab, next to Overview on a workspace's Dashboard, answers three questions from records the team already keeps: are we reaching people, is it working, and how far along are our goals. Most of it compares the last 30 days with the 30 before.
Three rules hold everywhere on the tab:
- People, automation and AI are counted separately, never added together. A campaign sending more is not the team doing more.
- Sample data is left out. The demo leads a new workspace can load never count here, though the Overview's tiles include them.
- Calendar periods are in UTC (Coordinated Universal Time, the same clock everywhere), so a month starts at the same moment for the whole team wherever they are.
The verdict at the top
The first thing on the tab is a single sentence about the last 30 days. It is chosen by plain rules, tried in this order, and the first that applies wins:
| Verdict | When |
|---|---|
| Outreach has stopped | Nothing has gone out for 14 days. |
| You can't tell yet whether outreach works | Mail sync is off and the team emailed from AB Sales, so replies to those emails can't be seen. Turn on Enable background sync in CRM settings. |
| Too few leads reached to judge | Fewer than 30 leads reached. Below that, a reply rate says more about chance than about the approach. |
| Change course, don't just do more | Fewer than 2% of the leads reached replied. |
| It's working, so do more of it | People are replying, but fewer leads were reached than in the 30 days before. |
| It's working, so keep going | People are replying and volume is holding. |
Below it, three cards break the verdict down: Are we working? (the last outreach, and the 30-day count for people, automation and AI), Enough volume? (leads reached and new leads added, against the 30 days before) and Is it working? (how many of the leads reached replied, and how many meetings). Then Outreach and replies per week shows the trend, and Where leads are now shows how many sit in each phase. While mail sync is off, the replies bars are left out of the weekly chart entirely, because a row of empty bars would read as “nobody replied”.
Goals
Each active goal from CRM settings is listed with its progress this period: a bar, the figure so far against the target (“12 of 30”), the period's dates, and a badge saying where it stands.
| Badge | Means |
|---|---|
| Reached | The target is met. |
| On pace | At least the share of the target that the time gone calls for: half the target halfway through the period. |
| Behind | Less than that. The line An even pace would have … by now says what on pace would be. |
| Ended short | A date-range goal that is over without the target met. |
- A goal with no measure shows Not measured and a link to give it one. It is never shown as 0%.
- A date-range goal that hasn't begun shows Starts and its first day.
- An Outreach by people goal whose period starts before 2 November 2026, the day outreach logged by hand began to be recorded, shows — and no badge. Its figure would be short by whatever nobody recorded, and calling that Behind would blame the team for a gap in our records.
- A product goal says how many orders in the period have no product lines, since those can't say what they sold. An Order value goal says how many orders were in another currency and left out of the value.
By product
Orders and their value for each product, the last 30 days against the 30 before, in the workspace's currency. It counts the products on each order's lines (see Orders):
- An order with several products counts once for each, with only that product's lines as its value.
- An order with no lines, or lines that name no product, goes in the No product row, so nothing drops out of the totals. A product deleted from CRM settings shows as Removed product.
- An order in another currency is counted but its value is left out, and a note says how many.
- Cancelled and archived orders don't count.
Where leads came from, and outreach by channel
Where leads came from counts the leads added from each lead source. Outreach by channel counts every time a lead was reached (see Outreach), in separate columns for people, automation and AI. Emails sent from AB Sales are counted throughout; outreach logged by hand (a web form, an outside email, a meeting or a call) only from 2 November 2026, so an earlier window shows —.
The funnel
- Moves into each stage — how many leads reached each phase and status, counted once per lead in each window. Qualified and Disqualified were first recorded on 8 November 2026, so an earlier window shows — for them. Moves from before recording began were rebuilt from the dates of contacts, opportunities, emails and conversions, and are labelled inferred.
- Time in each phase — how many leads are in each phase now, how long they have been there, and how long leads took to move on. A lead whose move into its phase isn't on record is counted as not measured, never guessed.
- Latest moves — the 50 most recent, with whether a person, automation or AI made each one. Names are not shown here.
What gets answers
Reply and meeting rates by campaign, campaign step, country, language and channel, for every lead reached since outreach was first recorded. A reply is an answer somebody recorded, or an email from the lead that mail sync brought into AB Sales after they were first reached. Each row counts a lead once.
By person
Each person's own work in the last 30 days, grouped by sales team and listed by name, never ranked: outreach, leads qualified, leads that became customers, and leads owned now. Outreach counts for whoever recorded it, a move for whoever made it, and leads for their current owner. Automation and AI are never credited to anyone.
| Your role | You see |
|---|---|
| Owner or Admin | Everyone |
| Team lead | Your own team |
| Member | Yourself |
| Viewer | Nobody — per-person numbers aren't shown |
Who sees whom is decided from your stored role and team, not from the page, so a number you aren't meant to see is never worked out at all. Everything else on the tab is a workspace total and shows the same to everyone.