The Rep Performance Dashboard has been created and configured for you right out of the box, so your Sales Leaders have a built-in dashboard based on best practices, utilizing your data.

About the Rep Performance Dashboard

What data is included? Opportunities

Who should use it? Sales Leaders

When to use it? Monthly

Why use it?

• Review overall team metrics and analyze how different reps stack rank against one another in regards to various KPIs.

• Review individual performance towards goals in both bookings and pipeline creation.

• Determine where individual reps are strong and weak to tailor coaching and allow reps to share knowledge in areas where they are strong.

• Drill into the ideal number of meetings and activities it takes to win an opportunity both overall and at an individual level.

Usage by Persona

For Sales Leaders

When: Monthly when reviewing rep performance

What would you do: Analyze how reps stack rank against each other to learn where and how to focus training effort for individual reps

Pre-req Training

Placeholder / Copying and Editing Cards

This dashboard contains some placeholder cards, click here to learn how to replace these cards with your own data.

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

The Rep Performance Dashboard

The following rows and cards make up the template of reports we consider best practice for a Rep Performance Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your Rep Performance Dashboard dashboard open in another window as you walk through what's included.

Row 1: How have bookings trended by rep, and what was the attainment vs. goal last quarter?

• Closed Won Over Time By Rep Trailing 12 Months (Bar Chart)

   

• Closed Won vs. Goal By Person Last Quarter (Placeholder)

Row 2: What has historical attainment to goal looked like?

• Historical Attainment Trailing 4 Quarters (Placeholder for Goals Bar Chart)

   

• Closed Won vs. Goal by Person Last Quarter (Placeholder for Goals Bar Chart)

Row 3: Which reps have generated the most pipeline?

• Pipeline Creation Trend Last 12 Months By Rep (Bar Chart)

   

• Pipeline Creation vs. Goal By Person (Placeholder for Goals Bar Chart)

Row 4: How efficient are reps at closing business from their overall pipeline?

• Opportunity Win Rate Over Time Trailing 12 Months (Close Date) (Bar Chart)

   

• Opportunity Win RateLast 12 Months By Rep (Bar Chart)

Row 5: Which reps have the fastest sales cycle?

• Average Sales Cycle Over Time Trailing 12 Months (Bar Chart)

   

• Sales Cycle By Rep (Bar Chart)

Row 6: Who consistently closes higher value deals?

• Average Sales Price (ASP) Over Time Trailing 12 Months (Bar Chart)

   

• Average Sales Price (ASP) By Rep (Bar Chart)

Row 7: How many meetings does it take reps to win vs. lose deals? Who is most efficient at winning business?

• Average Number Of Meetings To Win/Loss Over Time (Bar Chart)

   

• Average Number Of Meetings To Win/Loss By Rep (Bar Chart)

Row 8

• Average Number Of Total Activities To Win/Loss Over Time (Bar Chart)

   

• Average Number Of Total Activities To Win/Loss By Rep (Bar Chart)

Row 9: Who can correctly identify the timing and work to an agreed-upon close date?

• Average Number Of Opportunity Pushes To Win/Loss Over Time (Bar Chart)

   

• Average Number Of Opportunity Pushes To Win/Loss By Rep (Bar Chart)

Row 10: Does the size of the buying group vary by rep?

• Average Number of Contacts by Won/Lost Month over Month (Bar Chart)

   

• Average Number of Contacts by Won/Lost by Rep (Bar Chart)

How did we build this dashboard template for you?

The Rep Performance Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template: Generic Opportunity Dashboard

• Content-Type: Opportunities

• Filters: Opportunity fields, Account fields, Hierarchy

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.