Weekly Sales Activity (Sales Rep View)

This template is for sales reps to manage and track their weekly sales activity metrics in terms of emails, calls, and deals created.

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Used one-click connectors:

  • HubSpot CRM HubSpot CRM

If you don’t use HubSpot CRM, we can pull data from 50+ cloud data sources. And you can push your own data too (API Docs).

Get your sales reps to ask themselves the following questions:

  • How are you performing this week?
  • What specific activities do you need to focus on to hit your goals?
  • Are you keeping up the same quality of work as compared to last week?

Key Metrics

  • Emails Sent
  • Calls/ Meetings
  • Deals Created
  • Monthly Deal Mix
  • Top Deals Won