Salespeople
Rep Report Card
- The Rep Report Card page displays metrics for a single selected salesperson on your team.
- Cards can be dragged into your preferred order.
- Cards are filterable by Account, Opportunity and Touchpoint Date.
Touchpoint Type Selector
- Use this drop-down menu to select which touchpoint types should be considered to include in the salesperson metrics.
- The report card will remember which statuses you select for a given salesperson, and use the same selection on future visits.
- Note: this is stored locally in your browser, which means your selections will not be persisted across devices or to other members of your team.
Include Bids
- Toggle on “Include bids” to include metrics for all outgoing communications by a salesperson.
Metrics Reference
The Rep Report Card page provides cards for each of the metrics below.
| Metric | Description |
|---|---|
| Accounts engaged | Count of accounts where any person engaged with this salesperson. |
| Total engagements | Count of total engagements by this salesperson (may include more than one per person). Excludes any engagements from your own team. |
| People engaged | Count of people who engaged with this salesperson. Excludes any people from your own team. |
| Deal contacts engaged | Count of people who engaged with this salesperson and have been in the buying group for any opportunity. Includes buying group associations via both CRM contact roles and Upside's healed buying groups. Excludes any people from your own team. |
| Opportunities influenced | Count and total amount of opportunities influenced by this salesperson. |
| Won opportunities influenced | Count and total amount of won opportunities influenced by this salesperson. |
| Opportunities created post-engagement | Opportunities created after engagement by this salesperson. |
| Opportunities influenced in-cycle | Count and total amount of opportunities influenced by this salesperson during their active cycle |
| Accounts activated | Count of accounts that had no engagement at any time prior to engagement with this salesperson. |
| Accounts reactivated | Count of accounts that had no engagement for 90 days prior to engagement with this salesperson. |
| Accounts engaged outside opportunity cycle | Count of accounts where all engagements happened while no matching opportunity was open. |
| Active days | Number of days the salesperson was active, showing engagement activity over time. |
Rep List View
- The Rep List View page displays a list of all salespeople, to help you more easily find and compare sales metrics across individuals.
- You can filter the results by using the header of any of the columns and select/deselect the visible columns and metrics.
- You can click on anyone’s name to view more details.
Special Table Functions
- Save as new view - Saves current columns and filters as a “view”
- View dropdown - Select saved views to apply
- Share view - Use share button to share current view or saved views as a URL
Updated 23 days ago