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. Activity Ratios
1.1. What information is displayed in the report?
This chart allows to track the following tendencies:
How many calls were made during the period selected;
How many of these calls were successful;
All the meetings with the clients to whom were called;
How many sales opps were created after the calls;
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
1 Full Screen. Enables Full Screen.
2 Time frame selection. Lets you choose the desired time frame.
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.
4 List of time intervals
5 Calls. The report displays calls if the following conditions are met:
The owner of the call is selected in the filter by user (if the filter is not emty);
Completion date is within the selected time frame;
Call is logged as "completed".
6 Successful calls. The report displays successful calls if the following conditions are met:
Completion date is within the selected time interval;
Call is logged as "successfully completed"
The owner of the successful call is selected in the filter by users (if the filter is not empty).
7 Meetings. The report displays planned meetings if the following conditions are met:
The creation date of the meeting is within the selected time interval;
Meeting are associated with a People or Company;
Within the same time interval the call was made to a contact associated with a meeting;
The participant of the meeting is selected in the filter by users (if the filter is not empty).
8 Deals. The report displays deals if the following conditions are met:
The creation date of the deal is within the selected time interval;
Within the same time interval when the deal was created, the call was made to a contact who is the buyer associated with that deal;
The owner of the deal is selected in the filter by users (if the filter is not empty).
9 Won deals. The report displays won deals if the following conditions are met:
The won deals closure date is within the selected time interval;
Within the same time interval when the deal was won, the call was made to a contact who is the buyer associated with that won deal;
The owner of the won deal is selected in the filter by users (if the filter is not empty).
2. Successful Calls Ratios
2.1. What information is displayed in the report?
The report shows how many calls were made and how many of them were successful.
1 Full Screen. Enables Full Screen.
2 Time frame selection. Lets you choose the desired time frame.
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.
5 List of time intervals.
6 Calls. The report displays calls if the following conditions are met:
Completion date is within the selected time interval;
Call is logged as "completed".
The owner of the call is selected in the filter by user (if the filter is not empty);
7 Successful calls. The report displays successful calls if the following conditions are met:
Completion date is within the selected time interval;
The call is logged as "successfully completed";
The owner of the successful call is selected in the filter by users (if the filter is not empty).
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. Meetings to Opps Ratios
3.1. What information is displayed in the report
The report shows how many meetings ended with the sales opportunity.
1 Full Screen. Enables Full Screen.
2 Time frame selection. Lets you choose the desired time frame.
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.
6 Meetings. The report displays planned meetings if the following conditions are met:
The creation date of the meeting is within the selected time interval;Meeting are associated with a People or Company;
Within the same time interval the call was made to a contact associated with a meeting;
The participant of the meeting is selected in the filter by users (if the filter is not empty).
7 Deals. The report displays deals if the following conditions are met:
The creation date of the deal is within the selected time interval;
Within the same time interval when the deal was created, the call was made to a contact who is the buyer associated with that deal;
The owner of the deal is selected in the filter by users (if the filter is not empty).
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. Meeting to Win Ratios
4.1. What information is displayed in the report?
This chart shows how many meetings ended with a closed deal (won).
1 Full Screen. Enables Full Screen.
2 Time frame selection. Lets you choose the desired time frame.
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.
6 Meetings. The report displays planned meetings if the following conditions are met:
The creation date of the meeting is within the selected time interval;
Meeting are associated with a People or Company;
Within the same time interval the call was made to a contact associated with a meeting;
The participant of the meeting is selected in the filter by users (if the filter is not empty).
7 Won deals. The report displays won deals if the following conditions are met:The won deals closure date is within the selected time interval;Within the same time interval when the deal was won, the call was made to a contact who is the buyer associated with that won deal;The owner of the won deal is selected in the filter by users (if the filter is not empty).
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.