Sales Productivity Analytics

Provides insights into team and individual performance, helping managers quickly assess whether sales goals are being met.

Sales Productivity Analytics makes it easy to analyze Sales team productivity and individual performance. As a manager, you need to have at-a-glance information that can show you whether or not Sales Persons are meeting their individual goals.

Observe whether or not your team is on track to meet their planned goals by looking at the Analytics dashboard.

Metrics and Description
Calculated fields
Benefits and Advantages
Sales Productivity Analytics short video tour

Sales Productivity Analytics is designed to present below metrics

Metrics	Description
Total Proposals	The total number of proposals made by our salespersons for the specified period.
Total Accepted	Total Jobs that are accepted with job status((“Work Order”, “Completed”)
Total Pending	Total Jobs that are Pending with Job status(“Proposed”, “Canceled”, ”Hold”)
Total Declined	Total Jobs that are Declined.
# of New and Existing Customers	This metric will give us a hint of how many proposals were sent out to new and existing customers.
Job Status	A bar chart to help us quickly get the picture of the number of proposals at each stage namely, accepted, proposal, and declined.
# of Proposals by Salesperson	This Pie chart will help us know how many proposals were sent out by each salesperson.
Top 5 Salespersons by Revenue	A horizontal bar chart to show the revenue contribution by each salesperson.
Top 5 Salespersons by Gross Profit	This chart lets us know the top 5 salespeople who have made the most profit.
Top 5 Salespersons by Jobs Accepted	A salesperson's success is when his proposals are accepted by the customer, this metric is used to get the top 5 salespersons by the total number of jobs accepted.
Salesperson Report	The whole data about the proposals, the status of the proposal, and the revenue made by each salesperson are listed.
Sales performance per Salesperson	This clustered bar chart lists the number of proposals made, among them the number of accepted, pending, and declined by each salesperson.

Calculated Fields

Close Ratio = (Total Accepted / Total Proposals)

Accepted= Job Status is (Work order or Completed),

Pending= Job Status is (Proposal)

Proposed= Job Status is (Proposal, Canceled, or Hold)

Canceled = Job Status is (Canceled)

Declined = Job Status is (Declined)

Revenue = SUM(Price) considered.

Gross Profit = SUM(Price) - SUM(Cost)

Note*

Price = If the Actual Price is not set for the service then the Estimated Price is considered.

Here are the business constraints that are applied.

All the Metrics are calculated for the applied date range filter.
The Jobs that are under Job status `Generated` are not considered
Only active Jobs are considered

Filters

Using filters you can analyze by applying various search criteria, here are the available filters:

Salesperson → Job Status → District → City → Renewals

Importance of having Sales Productivity

Information related to the Proposals-to-Close Ratio demonstrates the percentage of opportunities that your salesperson was able to convert into actual wins and profits for your operation.
We will show you the most critical metric examples for sales on production that will enable you to manage your sales more effectively and optimize as well as analyze every single sales process in detail.

The idea of knowing what your salespersons are doing and how long it’s taking them to do them means that you can get a better idea of how your salespeople are spending their time. (If you notice that your salesperson is bogged down by paperwork rather than focusing on clients, then you can talk to your employees about that and understand what the roadblock is.)

By knowing what tasks turn a profit, you can monitor how long salespeople are spending time on those tasks and track their performance. If you find that a salesperson is more successful when they spend a certain amount of time calling clients, then you can better outline what a day should look like for your staff. This way, you can set goals and clear expectations to boost productivity and profits.

Sales Productivity Analytics short video tour