Dashboard - Sales Rep Leaderboard

If you are using our workers module and wanting to compare sales rep performance, we've built a great preset chart you can add to any of your dashboards.  The chart will show the following statistics group by the sales rep.

  • Leads: The total number of leads assigned to the sales rep created in the period you are looking at that are not in a status that you show on reports plus all the sales in the next item.
  • Sales: The total number of leads assigned to the sales rep that have a book date (date you send the contract out or they book online) and are in a status that you have set to show in reports during the period you are looking at.
  • $ Sales: The total dollar amount of the sales listed in the item above.
  • Conversion Rate: The total number of sales divided by the total number of leads.  
  • Close Time: The time difference of a sale between the book date and the create date.

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