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

#	Title	Description
1	Full Screen	Enables Full Screen.
2	Time frame selection	Lets you choose the desired time frame. Available time frames: Last 7 days; Last 30 days; Last 90 days; Last 12 months; Custom period*. - 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: From 1 day to 15 days - daily intervals; From 16 days to 31 days - monthly intervals; From 1 month to 24 months - monthly intervals; From 25 months - yearly 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.

#	Title	Description
1	Full Screen	Enables Full Screen.
2	Time frame selection	Lets you choose the desired time frame. Available time frames: Last 7 days; Last 30 days; Last 90 days; Last 12 months; Custom period*. - 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: From 1 day to 15 days - daily intervals; From 16 days to 31 days - monthly intervals; From 1 month to 24 months - monthly intervals; From 25 months - yearly 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 emty);
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.

#	Title	Description
1	Full Screen	Enables Full Screen.
2	Time frame selection	Lets you choose the desired time frame. Available time frames: Last 7 days; Last 30 days; Last 90 days; Last 12 months; Custom period*. - 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: From 1 day to 15 days - daily intervals; From 16 days to 31 days - monthly intervals; From 1 month to 24 months - monthly intervals; From 25 months - yearly 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).

#	Title	Description
1	Full Screen	Enables Full Screen.
2	Time frame selection	Lets you choose the desired time frame. Available time frames: Last 7 days; Last 30 days; Last 90 days; Last 12 months; Custom period*. - 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: From 1 day to 15 days - daily intervals; From 16 days to 31 days - monthly intervals; From 1 month to 24 months - monthly intervals; From 25 months - yearly 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.

Sales Pipeline Forecast

Activity: Activity Goals

Sales Pipeline: Pipeline history

Sales Pipeline: Sales Funnel

Sales Results: Won/Lost