One person's record

A per-person scorecard that adapts to their role: a field worker gets pay tier, hours, days, jobs and earnings; a sales rep gets leads, close rate and rank.

What it is

The 'tell me about him' view. For a crew member: pay tier and day rate first, hours logged with average day length, days on site, total paid out, and actual-per-day against their tier — plus an hours-by-month bar chart and a table of every job with hours, days and earnings. For a rep: leads worked, won, close rate and rank, read from the same leaderboard the Sales tab draws.

Also called: employee record · team member analytics · what has this guy worked · how much have we paid him · employee profile · how many hours has he worked · what have we paid him · team member record

See it
One person's record
Won
45%
Avg cycle
22d
Pipeline
$487k
JanSep
The 'Work record' card: Pay tier / Hours logged / Days on site / Paid out / Actual per day across the top, hours-by-month bars, then a job table with a 'not pooled' cell. PersonDossier.tsx. Sample data — no customer information appears here.
How it works
  1. 1Fetches the person record; if there are no field hours it falls back to the leaderboard for their sales line.
  2. 2Months with no work are absent rather than zeroed.
  3. 3A job with no pooled-pay model shows 'not pooled' rather than $0.
  4. 4The hours-by-month tooltip adds the average day that month and that month's share of their total hours.
  5. 5An office user with neither hours nor deals gets a plain sentence saying so, not an empty scorecard.
Why we built it

'Shouldn't it show what that particular team member's pay structure is? And give me advanced analytics on how many hours that individual has worked, what projects they've been a part of… how much we've paid him out… anything else that would be impactful to the business in a positive way without creating additional bloat unnecessarily.' The file names that last clause as the design rule and applies it: crew comparison lives on Field Performance and rep comparison on Sales, 'so it does not repeat either.' Two data-honesty notes are recorded too — a zero would make 'not on a pooled model' and 'earned nothing' look identical, 'and one of them is a lie'; and a per-hour figure was dropped because 'Nobody on a day-rate model is paid by the hour'.

The problem
  • Answering a pay question meant opening several screens and adding it up.
  • Job earnings and the payout screen could disagree.
  • Empty scorecards were drawn for people whose job raises none of those questions.
Sound familiar?
What you get
A one-on-one conversation has every relevant number in one card.
Earnings run the same calculation as the job payout screen, so they always agree.
Gaps in someone's year read as gaps, not as idleness.
What's inside

See it on your own jobs

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