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Sales Team Performance
Quickly identify opportunities for managers to coach or representatives to work on performance. See details, such as the average win rate, open pipeline, and activities completed. It’s easy to assess the top accounts, opportunities, and products, so you know where to focus your efforts.
The Team view helps you to quickly make decisions about how to increase productivity among your team members. You can also see an overview of the top accounts, top open opportunities, and top products. You can select four metrics to view at a time.
From the top of the dashboard, select from the filters to narrow the scope of the analysis:
- Time period/ Close date. Sort by team member or close date.
- Team member.Sort by team member.
| KPI | CALCULATION |
|---|---|
| Open Pipeline | The total amount of all Open Opportunities where the Forecast Category is equal to Pipeline, Best Case, Most Likely, or Commit. |
| Closed Won Sales | The total Amount of all Closed Won Opportunities. |
| Commit | The total amount of all Open Opportunities where the Forecast Category is equal to Commit. |
| Top Accounts | Top accounts where the Forecast Category is Commit. |
| Top Open Opportunities | Top open Opportunities where the Forecast Category is Commit. |
| Opportunities with Overdue Activities | The total number of Activities (Task and Events) where today is greater than the Due Date and Status is not equal to Complete. |
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