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.

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Used one-click connectors:

  • HubSpot CRM HubSpot CRM

If you don’t use HubSpot CRM, we can pull data from 35+ cloud data sources. And you can push your own data too (API Docs).

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?

Key Metrics

  • 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