Sales Representative Custom Dashboard

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Monitor your sales rep performance

See how many opportunities were won by your sales rep

Get a live view of your Sales activity by team member

Sales Representative Custom Dashboard

What is it?

This report lets you track the performance of your sales reps. So, the next time you give out a prize to the top-performing salesperson, your team has a quick solution to figure out who the winner is ;)         

The template has a no-fuss spreadsheet interface. You can customize it not only with the names of your sales reps, but also with the specific metrics you want to monitor. This way, the report can mirror with precision all the steps of your sales process. Sales dashboards should not be one-size-fits-all!

Do you have your sales data spread across multiple apps (i.e., your CRM, your billing software, invoicing tool, and so on)? No problem! This dashboard automatically pulls data for you from multiple sources. No more boring copying and pasting work.

Also, data is always shown in real time. Do you remember that prize to the top-performing seller? A last-minute sale can completely change the leaderboard, so you don’t want to use outdated data!

Another nice perk is that the template lets you use the same formulas as traditional spreadsheets, like calculated columns. 

How does it benefit my business?

Monitoring the performance of your sales reps is not only useful when you want to motivate your team with prizes. It’s important to identify what works and troubleshoot what doesn’t. 

Does the report show you that 10 reps are constantly underperforming? Schedule a one-to-one call with each one of them to figure out what the problem is. Maybe with extra training you can make them perform more and, ultimately, increase your company’s profits.

Also, maybe the best-performing reps are all using a particular sales technique. You can introduce this technique into your next training sessions, so all the reps will learn to use it and, eventually, sell more. With a well-defined strategy, your salespeople will stop selling harder and start selling smarter, which makes them more satisfied with their job and increases your revenue.

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