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Team SPG Help

How Do I Get Started with Team SPG?

By Team SPG Coaching TeamUpdated August 18, 2026

Getting started with Team SPG takes four steps: log in at app.teamspg.com, complete your company profile in Settings, add your team members with their roles, and set default performance goals. Most companies finish initial setup in about half an hour, and your dashboard starts working as soon as KTI data comes in.

Step 1: Log In to Your Account

  1. Go to app.teamspg.com/login
  2. Enter your email address and password
  3. Click "Log In"
Login Page

If you've forgotten your password, click "Forgot Password?" to reset it.

Step 2: Complete Your Company Profile

After logging in for the first time:

  1. Navigate to Settings in the left sidebar
  2. Fill in your company information:
    • Company name
    • Address
    • Phone number
    • Trade specialties
  3. Click Save Changes

Step 3: Set Up Your Team

Adding Team Members

  1. Go to Team Accounts in the sidebar
  2. Click Add Team Member
  3. Enter their information:
    • Name and email
    • Role (Technician, CSR, Manager, or Leader)
    • Trade specialty (for technicians)
    • Who they report to (optional)
  4. Click Send Invitation

The team member will receive an email with login instructions.

Understanding Roles

Role Access Level
Owner Full access to all features and settings
Leader View all team data, manage coaching
Manager View direct reports' data, manage team
Technician View own KTIs and courses
CSR View own metrics and courses

Step 4: Configure Default Goals

Set performance benchmarks for your team:

  1. Go to Settings > Goals
  2. Set default goals by trade:
    • Conversion rate
    • Average ticket
    • Revenue targets
    • Maintenance plan goals
  3. Save your defaults

Individual technicians can have custom goals that override these defaults.

Step 5: Explore the Dashboard

Your dashboard shows:

  • Working Days Progress - Days completed vs. remaining in the month
  • Technician Metrics Cards - Six key performance indicators
  • CSR Metrics Cards - Three key performance indicators
  • By Technician Table - Individual technician breakdown
  • By CSR Table - Individual CSR breakdown
First Dashboard

Quick Tips

  • Hover over metric cards to see goals, pace, and comparisons
  • Click column headers in tables to sort by that metric
  • Use the date period dropdown to view different time ranges
  • Click refresh button to reload the latest data

See the Dashboard Guide for detailed information.

What's Next?

Now that you're set up, explore these features:

Frequently Asked Questions

Do I need to install anything to use Team SPG?

No. Team SPG runs entirely in your web browser at app.teamspg.com — there's nothing to install. It works on desktop, tablet, and phone.

Who should I add to my team first?

Start with your technicians and CSRs so KTI tracking has people to measure, then add managers and leaders. Every member gets their own login and sees only what their role allows.

What should I set up before my team logs in?

Complete your company profile and default goals first. That way dashboards show meaningful goal comparisons from your team's very first login.

Need Help?

If you run into any issues during setup: