Rep Performance Dashboard report

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The Rep Performance Dashboard report is included in the Advanced Sales Insights reports.

This report is a comprehensive look at each rep’s performance, which includes their total sales in a given time period, their average deal size, the number of deals won, quota attainment, their pipeline conversion rates, and reasons for lost deals. You can also compare their performance to one or more other reps.

To view the Rep Performance Dashboard report

From the Reports page, select Advanced Sales Insights > Rep Performance Dashboard.

In this report, the Individual and Comparison filters are required. You need to select a rep as the Individual and then either another rep (user), or group, or team to compare them to.

With a rep (Individual) and Comparison selected, you see the detail for the rep and how they compare to the Comparison you selected. In this example, Penny Rozin’s performance is compared to Carl Percy’s performance (in the report this is shown as ‘team average’).

Only one rep (Individual) can be selected, but you can compare that person to one or more other users, groups, or teams.

The Quota Attainment calculation is based on the sales goals that were defined for the selected rep (see Setting and tracking sales goals).

The Pipeline Conversion Rate is the percentage of deals the rep has successfully moved from a particular stage and how that compares to other users, groups, or teams.

Note: You can only compare data only for the users (and deals) you have access to.