Monthly Sales Activity (Sales Rep View)
This template is for sales reps to manage and track their montly sales activity metrics in terms of emails, calls, and deal stages.Get your dashboard for free
Used one-click connectors:
Track sales reps monthly progress in all areas
- High level of progress in a sales rep's sales and deals pipelines
- How does the sales rep's monthly activities compare to last months?
- What is the rate at which the sales rep is creating and closing deals?
- Sales Funnel (Emails Sent, Calls/ Meetings, Deals Created, Closed Won)
- Deal Funnel (Appt. Scheduled, Presented Plan, Evaluating, Closed Won)
- Open Deals by Owner, Closing Deals by Owner
- Closed Won Amount