What Gets Tracked
Contacts & Pitches
Door knocks, phone calls, conversations with prospects, time of first and last pitch each day, days worked, and hours in the field.
Accounts
Leads created, appointments set (sits), appointments attended (sats), deals closed, installs completed, and account stage changes.
Events
Scheduled appointments, completed sits, closures, reschedules, and event outcomes.
Custom Metrics
Custom stats (ratios) defined by your admin, program task completions, and workflow stage progress.
How Calculations Work
Counts - Simple counts of activities (leads, sits, closes, etc.) within the selected date range.
Averages - Calculated based on actual working days, not calendar days. For example, "Avg Pitches Per Day" divides total pitches by days you were active.
Time-Based Metrics - Activities are grouped by hour, day, week, month, quarter, or year depending on the report view.
Ratios - Custom stats that divide one metric by another (e.g., Close Rate = Closes ÷ Sits).
What Affects Your Stats
Date Range - Stats only include activity within the selected start and end dates.
Filters - Team, user, role, and location filters determine which data is included in calculations.
Permissions - You only see stats for users and teams you have permission to view.
Activity Timing - Stats update as activities are logged. Historical changes don't retroactively affect past stats.
Contact Stats
Contact stats track your field interactions with customers and prospects.
Basic Counts
Contacts - Total contact records
Pitches - Customer interactions
Door Pitches - In-person pitches
Phone Pitches - Phone pitches
Interactions - Total of any type
Activity Timing
First Pitch of Day - Average time in minutes from midnight
Last Pitch of Day - Average time in minutes from midnight
First Knock of Day - Average time of first door knock
Last Knock of Day - Average time of last door knock
Work Metrics
Hours Worked - Hours with recorded activity
Days Worked - Days with at least one activity
Team Days Worked - Average days worked across your team
Avg Pitch Per Day - Average pitches per working day
Avg Pitch Per Week - Average pitches per week
Last Activity Dates
Last Pitch Date - Most recent pitch
Last Knock Date - Most recent door knock
Account Stats
Account stats track accounts based on your role.
Setter Role - Tracks accounts where you are the setter (person who generated the lead).
Closer Role - Tracks accounts where you are the closer (person closing the deal).
Merged - Shows combined stats for accounts where you're either the setter or closer, avoiding double-counting.
Status Counts
Lead - Accounts marked as leads
Set - Appointments set for a closer
Sat - Appointments where customer showed up
Closed - Deals that closed
Approved - Deals approved by management/financing
Installed - Completed installations
Archived - Archived accounts
Advanced Metrics
Count - Number of accounts in this status
Last Date - Most recent date an account reached this status
Avg Per Day - Average accounts reaching this status per day
Avg Per Week - Average accounts reaching this status per week
Avg Start of Day - Average time (minutes from midnight) accounts enter this status
Avg End of Day - Average time accounts exit this status
Workflow Stats
If your company uses Workflows, you'll see stats for each workflow stage including Count, Last Date, and Avg Start/End of Day.
Event Stats
Event stats track calendar appointments and meetings.
Event Counts
Event Count - Total calendar events
Sits - Consultation appointments
Closes - Closing appointments
Reschedules - Rescheduled appointments
Shadows - Times you shadowed another rep
Event Dates
Last Interview Date - Most recent interview/evaluation
Next Interview Date - Upcoming scheduled interview
Event Types - Stats break down by specific event types like Consultation, Ride Along, Shadow, etc.
Ratio Stats
Ratios show relationships between metrics to help you understand conversion rates and efficiency.
How Ratios Work - Ratios divide one metric (numerator) by another metric (denominator). Your company configures the format: percentage, decimal, or X:1 format.
Display Formats
Percentage Format (20%) - Shows result as a percentage. Example: 10 closes ÷ 50 leads = 20%. Higher is better.
Decimal Format (0.20) - Shows result as a decimal. Example: 10 closes ÷ 50 leads = 0.20. Higher is better.
X:1 Format (5:1) - Shows "how many of the first thing per one of the second thing." Example: 50 pitches ÷ 10 leads = 5:1 means "it takes 5 pitches to get 1 lead." Lower is better (3:1 is more efficient than 5:1).
Common Ratios
Conversion Ratios (Percentage/Decimal) - Higher is better
Close Rate - Closes ÷ Leads
Show Rate - Sits ÷ Sets
Sit to Close - Closes ÷ Sits
Lead to Close - Closes ÷ Leads
Efficiency Ratios (X:1 Format) - Lower is better
Pitch to Lead - Pitches ÷ Leads
Knocks to Set - Knocks ÷ Sets
Calls to Lead - Calls ÷ Leads
Doors to Close - Knocks ÷ Closes
Role-Specific Ratios - Setter ratios use accounts where you're the setter, Closer ratios use accounts where you're the closer, and Merged ratios combine both roles without double-counting.
Other Stats
Task Stats - Overdue Tasks shows incomplete tasks past their due date.
Meeting Attendance - Meeting Attendance Count and Last Meeting Date.
Evaluation Stats
Evaluation Count - Evaluations you received
Average Score - Your average score
Evaluated Count - Evaluations you submitted
Evaluated Average Score - Average score you gave others
Interview Stats
Completed This Quarter - Interviews completed in current quarter
Pending - Interviews scheduled but not completed
Completed - Total interviews completed
User Stats
First Access Date - First login
Last Access Date - Most recent login
User Count - Number of users (when grouped by team/company)
Custom Field Stats - If your company uses custom fields on accounts: [Field Name] Sum (total of all numeric values) and [Field Name] Count (number of accounts with this field populated).
Disposition Stats - If your company uses dispositions for contacts, you'll see a count for each disposition type (e.g., "Not Home", "Not Interested", "Callback").
Common Questions
Why don't my stats match between setter and closer?
Setter stats only include accounts where you're the setter. Closer stats only include accounts where you're the closer. Use "Merged" stats to see your total activity across both roles.
What does 'Avg Start of Day' mean?
It's the average time (in minutes from midnight) when accounts enter a status. Example: 540 minutes = 9:00 AM. Helps identify when you're most productive.
Why is my 'Days Worked' different from calendar days?
Days Worked only counts days with recorded activity (pitches, knocks, etc.). If you didn't log any activity, that day doesn't count.
How are workflow stats different from status stats?
Workflow stats use your company's custom workflow stages. Status stats use standard Terros account statuses. Your company determines which system you use.
What's a good ratio?
Industry standards vary by business type. Compare your ratios to team averages to see how you're performing. Your manager can help set realistic ratio targets.
Why is my ratio showing 0 or blank?
If the denominator (bottom number) is 0, the ratio can't be calculated. Example: Can't calculate close rate if you have 0 leads. Ratios appear once you have activity in both metrics.
Which ratios should be higher and which should be lower?
Percentage/Decimal ratios (conversion rates): Higher is better (50% is better than 20%). X:1 ratios (efficiency ratios): Lower is better (3:1 is better than 5:1 - means less effort per result).
Troubleshooting
Stats not updating?
Make sure you're logging activities correctly
Check that your date range includes recent activity
Refresh the stats page
Numbers seem wrong?
Verify your filters (team, date range, etc.)
Check if archived users are included or excluded
Confirm you have permission to view the data
Missing data?
Ensure activities were logged in the system
Check that accounts have the correct status
Verify workflow stages are set up properly