Sales by Owner report

What's my plan?

You can track sales performance by deal owners using the Sales by Owner report.

To view the Sales by Owner report

From the Reports page, select Sales Performance > Sales by Owner.

There are two views of this report: the graph view and the table view.

The graph view provides a visual representation of the sales performance of each team member within a given time period (the default time period is the current month). Hovering over each graph segment shows you the total values of the deals for each team member and percentage of those deal values to the team’s total.

When you switch to the table view of this report, you’ll see the same data in a table format.

You can define a different time period and also add filters to view only teams, groups, or specific users. You can also filter by tags.