TeamPulse for SuiteCRM — User Guide

Version: 0.9.9 Audience: Sales managers, team leads, and sales reps Purpose: A complete walkthrough of every page, widget, and action in TeamPulse

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What is TeamPulse?

TeamPulse is a sales performance intelligence extension for SuiteCRM. It reads your existing CRM data — calls, meetings, tasks, and opportunities — and converts it into a 0–100 discipline score per rep. Instead of waiting for quota misses, TeamPulse surfaces behavioral signals early: who stopped logging calls, whose pipeline is going stale, which rep needs coaching this week.

Every view updates automatically every 5 minutes. All data comes from your SuiteCRM instance — nothing is sent externally unless you configure a BYOK AI key.

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Navigation

The left sidebar organises all views into three groups:

Group	Views
Pulse	Dashboard, Coaching Signals, Momentum, Deal Hygiene
Analytics	Leaderboard, Correlation, Risk Forecast, Recommendations, Compare, Health Scorecard, AI Summary, My Performance
Tools	Actions, Journal, Export, Settings

Click any item to navigate. The sidebar can be collapsed to a narrow icon rail by clicking the arrow button at the top-left, giving more space to charts.

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Dashboard

The Dashboard is the home screen. It gives you a full-team snapshot at a glance.

KPI Dashlets (top row)

Eight mini-cards, each showing one key metric. By default all eight are visible; you can hide any you don't need using the Customize gear button (coming in v1.0). Each dashlet shows:

• Team Health — the team's average discipline score (0–100). Click to go to Health Scorecard.
• At-Risk Reps — count of reps with a score below 50. These are the reps who need immediate attention. Click to go to Coaching Signals.
• Active Signals — total behavioral warnings detected across the team this period. Click to go to Coaching Signals.
• Deal Hygiene — the percentage of open deals that have been touched within the last 14 days. A drop here often predicts a pipeline problem 2–3 weeks later.
• Momentum — directional trend indicator showing whether the team's average score is rising or falling compared to the previous period.
• Top Performer — name and score of the rep with the highest discipline score this period. Useful for recognising consistent performers.
• Recommendations — count of AI-generated or rule-based coaching recommendations waiting to be reviewed. Click to go to Recommendations.
• Risk Level — a composite signal (Low / Medium / High / Critical) derived from at-risk count, signal count, and pipeline hygiene together.

Rep Cards (middle section)

A scrollable list of all team members sorted by discipline score (highest first). Each card shows: - Rep name, role - Score ring with colour-coding (green ≥75, amber 50–74, red <50) - Mini sparkline bars showing the five factor scores side by side - Active signals badge if any negative signals exist

Click any rep card to open the Member Drill view for that individual.

AI Insight Panel (right side)

A collapsible panel showing the AI Summary for the current team and date range. If BYOK AI is configured, this uses your AI provider; otherwise it uses the built-in InsightEngine. Shows a short narrative paragraph followed by 2–3 priority action bullets.

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Member Drill

Opened by clicking any rep's card. This is the deepest level of individual data.

Score Ring & Header

Shows the rep's total score, name, role, and email. The ring colour reflects the tier. Below it, five coloured sub-rings show the breakdown across the five discipline factors.

Five Factor Breakdown

Each factor is scored 0–100 and contributes to the total score based on the configured weights:

• Follow-up Consistency — how reliably the rep logs follow-up calls and tasks after meetings
• Task Completion — ratio of tasks completed on time vs overdue
• CRM Update Frequency — how often the rep logs calls, meetings, and updates opportunities
• Deal Hygiene — proportion of open deals touched in the last 14 days
• Activity Continuity — absence of multi-day gaps in CRM activity (login and logging)

Activity Bars

Horizontal bars showing raw activity counts for the selected period: Calls logged, Meetings held, Tasks done, Tasks overdue.

Signals

A list of behavioral flags for this rep. Each signal has a severity (Critical / Warning / Positive) and a short plain-English description. Examples: "6 of 12 deals have no activity >14 days", "No CRM login for 4 days", "Top performer this month."

Actions

Buttons to send a Coaching Note, Kudos, or Alert directly to the rep. These appear in the rep's Actions feed and can be tracked over time in the Journal.

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Coaching Signals

This view is your early-warning system. It aggregates all behavioral signals across the whole team and lets you filter and act.

Signal Feed

Each signal card shows:

• Rep name and their current score
• Signal type — Stale Pipeline, Login Gap, Low Score, Overdue Tasks, etc.
• Severity badge — Critical (red), Warning (amber), or Positive (green)
• Description — plain-English explanation of what was detected
• Timestamp — when the signal was generated

Filters

Filter by severity, signal type, or rep name. Use the severity filter to focus only on Critical signals when you have limited time.

Actions

Click any signal card to open a quick-action panel: Send Coaching Note, Assign Task, or Dismiss. Dismissed signals are hidden from the feed but remain in the audit log.

Page Insight

At the top of the page, a collapsible AI insight block summarises the current signal picture: "3 critical signals this week — Bob Chen and Grace Kim need immediate coaching." This is generated by InsightEngine (or your BYOK AI provider if configured).

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Momentum Tracker

Momentum shows whether performance is trending up or down over time, not just where it is today.

Team Trend Line

A line chart showing the team's average discipline score over the selected date range (1 week, 1 month, 3 months). A rising line means the team is improving overall; a falling line warrants investigation.

Per-Rep Trend Table

A ranked table showing each rep's score change since the start of the period. Columns: Rep name, current score, change (+ or −), trend arrow. Sort by any column. Reps with the biggest negative change are flagged in amber or red.

Momentum Signals

Reps with three or more consecutive score drops are automatically flagged. These are different from Coaching Signals — Momentum flags are about direction, not absolute level.

Date Range Selector

Use the date range buttons (1W / 1M / 3M) at the top right to change the window. All views in TeamPulse respect this same range.

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Deal Hygiene

Deal Hygiene focuses specifically on pipeline health — whether open deals are being actively worked.

Hygiene Score Card

A large donut chart showing the percentage of open deals that have had at least one activity in the last 14 days. Above 85% is healthy (green); 70–85% is watch territory (amber); below 70% is critical (red).

Rep Hygiene Table

Each row shows one rep with: open deal count, stale deal count (no activity >14 days), hygiene percentage, and a colour-coded bar. Sort by any column.

Stale Deal List

Expandable list of specific opportunities flagged as stale — deal name, value, rep, and days since last activity. Use this to have targeted pipeline review conversations.

Threshold

The 14-day stale threshold is displayed at the bottom of the page. It can be changed in Settings → Scoring Rules (coming in a future version with custom threshold support).

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Leaderboard

The Leaderboard is a ranked performance table for the whole team. It is the most commonly used view for weekly team reviews.

Ranking Table

Reps sorted by discipline score, highest to lowest. Columns: Rank, Rep name, Role, Score (with colour ring), five factor sub-scores, Signals count. Click any column header to re-sort.

Team Filter

If you manage multiple teams, use the team dropdown at the top to filter the leaderboard to a single team.

Rep Drill

Click any row to open the Member Drill view for that rep.

Export

The download icon at the top-right exports the current leaderboard view as CSV — same data as the Export page, just a quick shortcut.

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Correlation Analysis

Correlation shows which activities actually predict higher discipline scores — useful for coaching and goal-setting.

Scatter Plot

Each dot is one rep. The X axis is one activity metric (e.g. calls per week); the Y axis is discipline score. A clear upward trend confirms that the activity predicts performance.

Activity Selector

Use the dropdown to change the X axis: Calls, Meetings, Tasks Done, Open Deals, Stale Deals. Rotate through them to find which one has the strongest relationship with score in your team.

Correlation Coefficient

Displayed as a number (−1 to +1) and a descriptor (Strong / Moderate / Weak / None). A correlation above 0.6 means the activity is a reliable predictor.

Interpretation Card

A plain-English summary below the chart: "Teams that log more than 15 calls per week score 18 points higher on average." Use this to set evidence-based activity targets.

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Risk Forecast

Risk Forecast identifies which reps are on a trajectory toward becoming at-risk — before they cross the threshold.

Risk Matrix

A 2×2 grid: current score (high/low) vs trend direction (improving/declining). The top-left quadrant (high score, declining) is "Watch" — these are good performers who may be sliding. The bottom-right (low score, declining) is "Critical" — needs immediate action.

Forecast List

A ranked list of reps predicted to cross the at-risk threshold (score < 50) within the next period if the current trend continues. Shows projected score, confidence level, and contributing factors.

Contributing Factors

For each at-risk forecast, the three factors with the steepest decline are listed with their individual trend. This tells you exactly which coaching conversation to have.

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Recommendations

Recommendations translates data signals into specific coaching actions you can take.

Recommendation Cards

Each card contains:

• Rep name and current score
• Priority — High, Medium, or Low
• Recommended action — plain-English coaching instruction: "Schedule a 1:1 with Bob this week to review pipeline hygiene — 6 of 12 deals are stale."
• Evidence — the specific data that generated this recommendation
• Action buttons — "Send Coaching Note" (opens Actions), "Mark Done", "Dismiss"

Filters

Filter by priority or rep. "Show only High Priority" is useful when you have limited coaching time.

Page Insight

An AI-generated summary at the top: overall coaching priority this week, which reps need the most attention, and any positive reinforcement opportunities.

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Compare

Compare lets you benchmark two reps or two time periods side-by-side.

Rep vs Rep Mode

Select two reps from the dropdowns. A side-by-side radar chart shows all five factor scores for both reps overlaid. The table below shows exact values. Use this to identify which specific behaviors differentiate a top performer from a struggling one — and coach toward the gap.

Period vs Period Mode

Select one rep and two date ranges. Compare their current period scores against the previous period to see whether coaching interventions have had an effect.

Difference Highlights

Cells with a >15-point difference are highlighted. Positive differences (green) show where the rep has improved; negative differences (red) show where they've regressed.

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Health Scorecard

A team-level analytics dashboard focused on distribution rather than individual ranks.

Health Distribution Chart

A donut chart dividing the team into three bands:

• Excellent (75–100) — green
• Developing (50–74) — amber
• At-Risk (0–49) — red

Hover over any segment to see the exact rep count. Use this to understand the shape of your team's performance distribution.

Team Factor Averages

A horizontal bar chart showing the team's average score for each of the five factors. Bars are sorted by strength. If "Deal Hygiene" is consistently the shortest bar, that is the team-wide coaching priority.

Percentile Table

A detailed table showing each rep's score and their percentile within the team. Useful for performance reviews.

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AI Summary

AI Summary provides a narrative analysis of team performance, generated either by your BYOK AI provider or the built-in InsightEngine.

Verdict Banner

A colour-coded headline verdict: Excellent (90+), Growing (70–89), Stable (50–69), Declining (30–49), or Critical (<30). This is the single-sentence top-line assessment.

Narrative Summary

2–4 paragraphs of plain-English analysis covering: overall team trajectory, top performers worth recognising, at-risk reps needing attention, and pipeline health observations.

Pattern Cards

Automatically detected team patterns such as "Call Machine" (unusually high call volume), "Deal Staller" (high open deals, low activity), or "Consistent Closers" (strong hygiene across the team). Each pattern card includes the reps who fit the pattern and a brief interpretation.

Coaching Briefs

For reps scoring below 55, a short coaching note is generated — what the data shows, what to ask in a 1:1, and what a realistic improvement target looks like.

Actions Required

A priority-sorted list of specific actions to take this week, derived from signals, forecasts, and AI analysis. Each item has a priority badge (High / Medium / Low) and a one-line instruction.

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My Performance (Rep Self-View)

My Performance shows the currently logged-in user their own discipline score and activity data. This view is designed for individual reps, not managers.

My Score

The rep's own score ring with factor breakdown. Below it, a plain-English interpretation: "Your task completion is strong but your deal hygiene needs attention — 4 of your 9 deals haven't been touched this week."

My Activity

Raw counts for the selected period: calls logged, meetings held, tasks completed, tasks overdue. Compared against team average with a simple above/below indicator.

My Signals

Any behavioral signals generated for this rep. Positive signals (achievements) are shown in green; warnings in amber; critical flags in red.

Coaching Notes from Manager

Any coaching notes or kudos sent by a manager appear here in the rep's self-view, giving them visibility into their manager's observations.

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Actions

Actions is the communication hub between managers and reps.

Sending an Action

Click New Action (or the Send button from any rep card). Choose:

• Type: Coaching Note, Kudos, Alert
• Rep: the target recipient
• Message: the content
• Optional: attach a specific signal or recommendation as context

Action Feed

A chronological list of all sent actions. Each entry shows type, rep, message, and timestamp. The badge count in the sidebar shows how many actions are in "sent" status awaiting the rep's acknowledgement.

Rep View

Reps see their received actions in their My Performance view. They can acknowledge them, which marks them as "read" and removes them from the pending count.

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Journal

Journal is a structured notes system for recording coaching observations, 1:1 summaries, and performance milestones.

Creating an Entry

Click New Entry. Fill in:

• Rep — who the entry is about
• Type — 1:1 Note, Coaching Observation, Performance Milestone, General
• Content — freeform text. Use the AI Draft button (BYOK required) to generate a draft based on recent signal data for the rep.

Import from Signals

The "Import from Signals" button pre-fills the entry with the rep's current critical signals. This saves time when creating a 1:1 prep note.

Entry History

All past entries are listed with rep name, type, date, and a preview. Click any entry to expand the full text. Entries are stored in your SuiteCRM database and visible only to admin-level users.

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Export

Export lets you generate a formatted performance report or schedule automatic email delivery.

Download CSV

Click Download CSV to instantly export the full leaderboard data including all five factor sub-scores and activity counts for every rep in the current date range. The CSV opens in Excel or Google Sheets.

Print / PDF Report

The on-screen report (Executive Report section) is formatted for printing. Use your browser's Print function (Ctrl+P) to save as PDF. The report includes: team summary header, all KPIs, ranked rep list with sparklines, score legend, and footer.

Schedule Report

Click Schedule Report to set up automatic email delivery:

• Frequency: Weekly (every Monday), Bi-weekly, or Monthly (1st of month)
• Format: PDF (formatted HTML email) or CSV attachment
• Recipients: comma-separated email addresses

Once saved, reports are sent automatically by the TeamPulse scheduler (runs every 30 minutes in SuiteCRM's built-in cron system). You can disable or update the schedule at any time.

Note: Scheduled reports are not available in Demo mode. Switch to Live mode first.

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Date Range

All views respect the global date range selector, accessible from the top bar. Options:

• 1W — last 7 days
• 1M — last 30 days (default)
• 3M — last 90 days

Changing the date range triggers a data refresh across all views. The Momentum and Trend views benefit most from the 3M range.

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Demo Mode

Demo Mode loads a pre-built mock dataset (10 reps, 3 teams) instead of your live CRM data. It is useful for: - Training new managers on the interface without exposing real rep data - Feature testing and demos with customers - Verifying the UI works when the SuiteCRM API is temporarily unavailable

Toggle Demo Mode in Settings → General → Data Source. Demo mode requires no license key. Switching to Live mode requires a valid license.

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Frequently Asked Questions

Q: Why does my rep's score seem lower than expected? A: Scores reflect disciplined CRM usage over the selected period. A rep who doesn't log calls or update deals will score low regardless of actual sales performance. Review the five factor breakdown to see exactly which behaviours are missing.

Q: How often does data refresh? A: Automatically every 5 minutes. You can force a refresh by clicking the refresh icon in the header.

Q: Can I change the scoring weights? A: Scoring weights are currently fixed at the defaults. Custom weight configuration will be available in v1.0. Current defaults: Follow-up 25%, Task Completion 20%, CRM Update 15%, Deal Hygiene 20%, Activity Continuity 20%.

Q: Can reps see their own data? A: Yes — the My Performance view shows the logged-in rep their own score, activities, and any coaching notes from their manager.

Q: What does "Stale Deal" mean? A: Any open opportunity with no activity logged in the last 14 days. "Activity" means a call, meeting, task update, or note linked to that opportunity.