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Individual performance report in CRM Analytics

The individual performance report allows you to rank sales managers based on the number of won deals. Use this report to assess each manager's work results.


How it works

  1. Go to the CRM section > Analytics > Real time analytics > Employee performance.
  2. Select the reporting period. All deals closed within the reporting period will be added to the report regardless of the deal creation date.
    Reporting period in CRM
  3. Hover your mouse over one of the columns to view an employee's statistics on deals.

In the Employees' contribution table, you can view the following information:

  • Employee. All the sales managers having deals are displayed in this column.

  • Deals in progress. Amount of deals won or lost by an employee.

  • Total won amount. Total amount of deals won by an employee.

  • Average won deal amount. Average amount of a deal won within the reporting period.

  • Conversion. The percentage of won deals.

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