Employee Sentinel in the left-hand navigation is your team's roster.
Overview and Directory
Two tabs:
- Overview — team performance metrics, a breakdown by department, and an Employee Leaderboard ranking reps by deals closed.
- Directory — every employee, with a count badge. Select anyone to open their profile — see Viewing an employee profile.
Employee Leaderboard
The leaderboard ranks every rep by deals closed only — no dollar or profit figures — over the period selected in the filter bar (This Month, This Quarter, Year to Date, Last Year, or All Time). It's visible to the whole team, not just admins. A rep with no closed deals in the selected period doesn't appear.
A deal counts in the period it funded — or closed, if it hasn't funded yet — not the period of its planned closing date. TED only falls back to the planned closing date when a deal has no funded or closed date recorded. A closed deal counts even if its actual sale price hasn't been entered yet, so the count matches Profit by ACQ on Reports for the same dates.
Adding and exporting
- Add Employee (admin only) opens the same invite flow as Inviting a team member.
- Export CSV downloads the current directory.
If you only have view access, a banner reads "You have view-only access to this section. Contact an admin to request edit permissions."