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Overview

April 26, 2026 7:42 AM·2 min read
JE

The My Team Overview page is the landing tile of the My Team view — a quick read on your team's identity, headline numbers, and the people on it. What you see depends on whether you're a team leader or a regular member.

At the top: the team name, plus a Team Leader badge if you're the team leader. Underneath, the team's location (state) and the date the team was created.

If you're on more than one team, a small team-switcher dropdown appears in the header so you can flip between teams. There's also an Export CSV button — leaders can pull the team's data straight into a spreadsheet.

Headline metrics

Below the header are key metric tiles. Click any tile to jump to the corresponding page.

  • Active Members — how many of the team are currently active, with the total team size.

If you're the leader, you also see:

  • Units — the team's total transaction units (with overall transaction count).

  • Team Revenue — your team's all-time revenue.

  • Team Velocity — average transactions per month across the team's history.

Leaders see more

Team leaders also see, further down the page:

  • Monthly Performance chart — an area chart of revenue over time. Click the chart icon to jump to the full Performance page.

  • Celebrations & Milestones — birthdays, work anniversaries, and other moments worth noting across the team.

  • Recent Sales Highlights — a feature reel of the team's standout closings.

  • Team Kudos — a quick way to recognize members who hit a milestone.

  • Recent Transactions — the last ten transactions across the team. Click any one to open the transaction.

Everyone sees

  • Team Members list — the active members (up to eight, with a count of overflow). Click any name to open their profile page in this view.

If you're a team member rather than the leader, you'll also see a small Team Leader card with your leader's name, email, and phone — a friendly way to remember who's at the helm.

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