NexlyFlowRead the Team report
6 steps · About 8 minutes
What you will finish with. A clear read of what each person on your team produced, and control over who can see whose numbers.
Who this is for. Workspace owners, and admins the owner has given wider access.
Before you start: you need at least one campaign sent, and more than one person in the workspace for the comparison to be useful – see Manage your workspace.
1Open the Team tab
Go to Reports in the left menu. At the top you will see two tabs: Overview and Team. Overview is the whole workspace. Team breaks the same period down by person.
Why this matters. Overview tells you whether the month was good. Team tells you who made it good, and who needs help.
Expected result. The Team tab loads with All team selected and the current month shown.
2Choose a period and a person
The dropdown on the left sets the period: this week, this month, the last 30 or 90 days, or a custom range. Every number on the page, including the comparison arrows, follows that choice.
Below it you pick who you are looking at. With six people or fewer you get a row of names. With more than six it becomes a dropdown. All team adds everyone together.
Why this matters. The arrow next to each number compares the period you picked against the one immediately before it – this month against last month, last 30 days against the 30 before that. A green up arrow on reply rate means the team is improving, not just busy.
3Read the four cards
For sales seats the cards are messages sent, open rate, reply rate and meetings booked. For customer-service seats they change to conversations handled, replies sent, median first response and meetings booked, because a service seat rarely sends campaigns.
| Card | What it counts |
|---|---|
| Messages sent | Emails plus WhatsApp messages sent in the period. The line underneath splits the two. |
| Open rate | Opened emails divided by emails sent. If your workspace has open tracking switched off this card says Tracking off instead of 0% – that is not a fault. |
| Reply rate | Emails that received a reply, divided by emails sent. WhatsApp chats that got a reply are shown alongside but not mixed into the percentage. |
| Meetings booked | Meetings created in the period. Cancelled meetings are excluded. The line underneath shows how many are still in the future. |
| Median first response | Service seats only. The typical wait between a customer message and the first human reply. Automatic replies and internal notes are ignored. |
Open rate is the least reliable number in the product. Apple Mail and most corporate scanners load images automatically, which registers as an open nobody made. Reply rate and meetings are what to judge people on.
4Understand who gets credit
Every number has to belong to somebody. These are the rules the report follows.
| Activity | Credited to |
|---|---|
| Emails sent, opened, replied | Whoever created the campaign. A reply stays with the person whose email earned it. |
| Meetings | The person the meeting was booked with. |
| Inbox replies and pipeline moves | Whoever performed the action. |
| WhatsApp messages | Whoever sent them. Incoming messages go to whoever the conversation is assigned to. |
| Anything the system did by itself | A row called Automations – for example a lead moved to Replied automatically when a reply arrived. |
| Work by someone who has left | Kept, and labelled former member. History is not deleted when a seat is removed. |
Why this matters. Without a rule like this the same reply could be counted twice, or credited to whoever happened to open the inbox. Automations is separate so nobody gets credit for what the system did on its own.
WhatsApp broadcasts are counted for the workspace but not attributed to a person, because a broadcast is not one person’s work.
5Use the team table
Below the chart is a table with one row per person and a total row at the bottom. Click any column heading to sort by it – the arrow shows which column is active. Click a row to jump into that person’s detail.
This is the part that scales. A row of names works for a small team; the table is how you read fifteen people without scrolling sideways.
Expected result. Each column adds up to the total row. If a column does not add up, tell us – it means something is being counted that is not shown.
6Control who sees what, and export
Everything here is decided on our servers, not in your browser, so changing the web address cannot reveal someone else’s numbers.
| Role | Sees |
|---|---|
| Owner | Everyone, including the security and sign-in history on the right. |
| Admin | Their own numbers only, unless you widen it. Go to Team and use Team report visibility to switch an admin to everyone. |
| Admin you have widened | Everyone’s performance, but still not other people’s sign-in or permission history. |
| Member and customer-service seats | Their own numbers only. A service seat also needs View reports switched on in its permissions. |
Export CSV downloads exactly what is on screen – the same period, the same person, plus the activity list and the security list. It is available on Growth and above.
Dates group by your workspace time zone, shown next to the chart, so a send at 11pm local time counts as that day and not the next one.
Why this matters. Sign-in and permission history stays with the owner even for a widened admin. Performance is a management question; account security is not.
Still stuck? Email info@nexlyflow.com with the period and the person you were looking at, and we will check the underlying records.