Comparison of multiple activity ratios and results within a selected period of time will help to assess overall sales team performance. Track how the number of various actions, new and won deals changed within the period of time, and how the relevant activity indicators affect sales results. Analyze, what impact a varying number of calls has on their quality. Identify how a number of new deals created depend on the number of meetings scheduled and how the meetings have an impact on a number of deals won.
1.1. What information is displayed in the report?
This chart allows to track the following tendencies:
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How many calls were made during the period selected;
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How many of these calls were successful;
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All the meetings with the clients to whom were called;
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How many sales opps were created after the calls;
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How many deals were won in comparison with calls made.
Note: the data reported in this chart shows only those appointments and deals to whom were called. Call > successful call > meeting > sales opportunity > won deal
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Title |
Description |
1 |
Full Screen |
Enables Full Screen. |
2 |
Time frame selection |
Lets you choose the desired time frame. Available time frames:
* - the end of the period is "yesterday", today is not taken in to count; ** - the end of the custom period is "now" (accuracy in seconds), it is not available to choose the future time. |
3 |
Filter by user |
Report breakdown by user. Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page. |
4 |
List of time intervals |
Interval ranges:
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5 |
Calls |
The report displays calls if the following conditions are met:
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6 |
Successful calls |
The report displays successful calls if the following conditions are met:
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7 |
Meetings |
The report displays planned meetings if the following conditions are met:
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8 |
Deals |
The report displays deals if the following conditions are met:
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9 |
Won deals |
The report displays won deals if the following conditions are met:
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2.1. What information is displayed in the report?
The report shows how many calls were made and how many of them were successful.
# |
Title |
Description |
1 |
Full Screen |
Enables Full Screen. |
2 |
Time frame selection |
Lets you choose the desired time frame. Available time frames:
* - the end of the period is "yesterday", today is not taken in to count; ** - the end of the custom period is "now" (accuracy in seconds), it is not available to choose the future time. |
3 |
Overall calls efficiency |
Overall calls efficiency = a total number of successful calls / total number of calls. |
4 |
Filter by user |
Report breakdown by user. Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page. |
5 |
List of time intervals |
Interval ranges:
|
6 |
Calls |
The report displays calls if the following conditions are met:
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7 |
Successful calls |
The report displays successful calls if the following conditions are met:
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8 |
Percentage of successful calls |
Percentage of successful calls = a number of successful calls / total number of calls. |
9 |
Successful calls ratio | Successful calls ratio = a number of successful calls / total number of calls. |
10 |
Totals |
Total of all values in the selected time frame. |
3.1. What information is displayed in the report
The report shows how many meetings ended with the sales opportunity.
# |
Title |
Description |
1 |
Full Screen |
Enables Full Screen. |
2 |
Time frame selection |
Lets you choose the desired time frame. Available time frames:
* - the end of the period is "yesterday", today is not taken in to count; ** - the end of the custom period is "now" (accuracy in seconds), it is not available to choose the future time. |
3 |
Overall efficiency |
Overall meetings efficiency = a total number of deals created / total number of meetings. |
4 |
Filter by user |
Report breakdown by user. Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page. |
5 |
List of time intervals |
Interval ranges:
|
6 |
Meetings |
The report displays planned meetings if the following conditions are met:
|
7 |
Deals |
The report displays deals if the following conditions are met:
|
8 |
Meetings to deals ratio (percentage) |
Meetings to deals ratio (percentage) = a number of deals created / total number of meetings. |
9 |
Meetings to deals ratio | Meetings to deals ratio = a number of meetings created / total number of deals created. |
10 |
Totals |
Total of all values in the selected time frame. |
4.1. What information is displayed in the report?
This chart shows how many meetings ended with a closed deal (won).
# |
Title |
Description |
1 |
Full Screen |
Enables Full Screen. |
2 |
Time frame selection |
Lets you choose the desired time frame. Available time frames:
* - the end of the period is "yesterday", today is not taken in to count; ** - the end of the custom period is "now" (accuracy in seconds), it is not available to choose the future time. |
3 |
Overall efficiency |
Overall efficiency = a total number of deals won / total number of meetings. |
4 |
Filter by user |
Report breakdown by user. Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page. |
5 |
List of time intervals |
Interval ranges:
|
6 |
Meetings |
The report displays planned meetings if the following conditions are met:
|
7 |
Won deals |
The report displays won deals if the following conditions are met:
|
8 |
Meetings to won deals ratio (percentage) |
Meetings to won deals ratio (percentage) = a number of deals won / total number of meetings. |
9 |
Meetings to won deals ratio | Meetings to deals ratio = a number of deals won / number of meetings. |
10 |
Totals |
Total of all values in the selected time frame. |