<!– SEO Title: TeamPulse My Performance: Sales Rep Self-View Scorecard Guide –>
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<h1>TeamPulse My Performance: The Sales Rep Self-View Scorecard Guide for SuiteCRM</h1>
<p>The <strong>My Performance</strong> view (also known as the Rep Self-View) is the primary interface for individual sales contributors within TeamPulse for SuiteCRM. While managers use the platform to oversee team-wide behavioral trends, the self-view empowers reps with total transparency into their own performance metrics.</p>
<p>This screen solves the "black box" problem of sales management, where reps are often unaware of how their CRM habits impact their internal standing. By providing a real-time scorecard, TeamPulse allows reps to self-correct behaviors—such as stale deal hygiene or overdue tasks—before they escalate into critical coaching interventions.</p>
<h2>What the My Performance View Shows</h2>
<p>The My Performance screen is structured to provide an immediate assessment of a rep’s "Discipline Score" followed by the raw data that drives it.</p>
<h3>My Score (The Score Ring)</h3>
<p>At the top of the view is the central Score Ring, a color-coded visualization of the rep’s total Discipline Score (0–100). This score is a weighted average of five key behavioral factors.</p>
<ul>
<li><strong>Plain-English Interpretation:</strong> Directly below the ring, the system provides a natural-language summary of current performance (e.g., "Your task completion is strong but your deal hygiene needs attention").</li>
<li><strong>Tiered Color Coding:</strong>
<ul>
<li><strong>Green (≥75):</strong> Strong performance, on track.</li>
<li><strong>Amber (50–74):</strong> Needs attention; coaching intervention recommended.</li>
<li><strong>Red (<50):</strong> Critical—immediate action required.</li>
</ul>
</li>
</ul>
<p><em>[Image Placeholder: My Performance Score Ring view in TeamPulse for SuiteCRM showing color-coded discipline score and factor breakdown]</em></p>
<h3>Five Factor Breakdown</h3>
<p>TeamPulse evaluates five specific dimensions of CRM discipline. In the self-view, these are shown as sub-rings or horizontal bars to identify specific strengths and weaknesses:</p>
<table>
<thead>
<tr><th>Factor</th><th>What it Measures</th><th>Default Weight</th></tr>
</thead>
<tbody>
<tr><td>Follow-up Consistency</td><td>Speed of response to leads/deals and logging follow-ups after meetings.</td><td>25%</td></tr>
<tr><td>Task Completion</td><td>The ratio of tasks completed on time versus those that have gone overdue.</td><td>20%</td></tr>
<tr><td>CRM Update Frequency</td><td>The recency of activity logs, notes, and deal modifications.</td><td>15%</td></tr>
<tr><td>Deal Hygiene</td><td>The percentage of open deals touched within a rolling 14-day window.</td><td>20%</td></tr>
<tr><td>Activity Continuity</td><td>The absence of multi-day gaps in CRM activity or logins.</td><td>20%</td></tr>
</tbody>
</table>
<h3>My Activity Stats</h3>
<p>This section provides raw counts of the work performed during the selected date range.</p>
<ul>
<li><strong>Metrics Tracked:</strong> Calls logged, Meetings held, Tasks completed, and Tasks overdue.</li>
<li><strong>Benchmarking:</strong> Each metric includes a simple "above/below" indicator comparing the rep’s output to the team average.</li>
</ul>
<h3>My Signals</h3>
<p>Signals are automated behavioral alerts generated by the Coaching Signal Engine. Reps see their own signals categorized by severity:</p>
<ul>
<li><strong>Positive (Green):</strong> Recognition for achievements like "Win Streaks" or "High Activity Consistency."</li>
<li><strong>Warning (Amber):</strong> Alerts for slipping metrics, such as a "1.2-day increase in follow-up delay."</li>
<li><strong>Critical (Red):</strong> Urgent issues like "No CRM login for 4 days" or "6 deals with no activity."</li>
</ul>
<h3>Coaching Notes from Manager</h3>
<p>This area serves as a communication hub. Reps can view direct feedback, Kudos, or Alerts sent by their manager. These notes provide context for the data and serve as the "digital paper trail" for 1:1 coaching sessions.</p>
<h2>How to Use My Performance</h2>
<p>The My Performance view is designed for daily interaction to ensure discipline levels remain within the "Green" band (≥75).</p>
<ol>
<li><strong>Accessing the View:</strong> Click <strong>My Performance</strong> under the <strong>My Work</strong> sidebar group (Rep users) or the <strong>Analytics</strong> group (Admin/Manager users).
<ul>
<li><em>Note:</em> If your role is set to "Rep," TeamPulse will automatically redirect you to this view upon login.</li>
</ul>
</li>
<li><strong>Setting the Context:</strong> Use the Date Range Selector in the Top Bar to toggle between 1W (last 7 days), 2W (last 14 days), 1M (last 30 days), or Custom range. Note that a "3M" quarterly option is not available in v0.9.9.</li>
<li><strong>Reviewing Factors:</strong> Hover over the sub-rings in the Five Factor Breakdown to see the exact percentage for each category.</li>
<li><strong>Acknowledging Feedback:</strong> When a manager sends a coaching note or kudo:
<ul>
<li>Locate the note in the Coaching Notes section.</li>
<li>Review the message and any attached signals.</li>
<li>Click <strong>Acknowledge</strong> to mark the note as "read," which clears the pending badge count in the manager’s view.</li>
</ul>
</li>
</ol>
<h2>Next Steps After Reviewing My Performance</h2>
<ul>
<li><strong>Address High-Impact Gaps:</strong> If the "Deal Hygiene" sub-score is low (Amber or Red), navigate to the Opportunities module to add "Next Steps" or update close dates on stale deals.</li>
<li><strong>Clear Overdue Tasks:</strong> If "Task Completion" is in the Red band, prioritize completing overdue tasks to immediately boost the total Discipline Score.</li>
<li><strong>Close the Feedback Loop:</strong> Acknowledge all pending coaching notes to ensure the manager knows the feedback has been received and is being acted upon.</li>
<li><strong>Prepare for 1:1s:</strong> Use the "My Signals" section to identify personal performance trends before meeting with a manager, ensuring a data-backed conversation.</li>
</ul>
<h2>Troubleshooting & FAQ</h2>
<p><strong>Why is my score lower than my actual sales output?</strong><br>
TeamPulse is a Behavioral Intelligence Engine, not a revenue tracker. Your score reflects CRM discipline and process adherence (logging calls, updating tasks, maintaining deal hygiene). A rep can be a high-earner but have a low Discipline Score if they fail to document their process in SuiteCRM.</p>
<p><strong>Why can’t I see the Team Dashboard or Leaderboard?</strong><br>
TeamPulse enforces Role-Based Access Control (RBAC). Reps are restricted to a "Self-View Only" mode to maintain privacy. Managers and Admins are the only roles permitted to see team-wide aggregates or the performance of other individuals.</p>
<p><strong>How often does my score update?</strong><br>
The screen auto-refreshes every 5 minutes. If you have just logged a series of calls or updated deals, you can click the Refresh icon in the Top Bar to trigger a manual data fetch.</p>