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Transparent team performance on the palm of your hand

2 min read - updated few hours ago


Find the most active Sales Rep

The chart on the Revenue Grid Team page conveniently shows all your Sales representative’s activities sorted from the most active employee to the least one. You can refer to it for the purpose of sales coaching.


Colors on the chart represent types of activity, which all get gathered automatically from email clients, calendars and Salesforce. No manual entries are required.

Use the Period drop-down in the right-hand upper corner to select the time interval you want to review.



Export team performance

Use the Export button to download team performance in .csv format for further analysis or for uploading it to your HRIS system.





Team performance: Sequences


The chart on the Sequences subtab conveniently shows all your Sales representative’s performance related to the sequences. You can refer to it for the purpose of sales coaching and analyzing the employees performance based on the number of recipients added to sequences, recipients contacted by mail or calling, and unique recipients’ activities (replies).




Added to Sequence – Number of new recipients added to sequence during the selected period.

Contacted – Number of recipients contacted by email or call at least once during the selected period.

Contacted by email – Number of recipients contacted by email at least once during the selected period.

Contacted by call – Number of recipients contacted by call at least once during the selected period.

Replied – Number of recipients who replied to an email at least once during the selected period.




Monitor the overall team’s performance related to Sequences using the “Total” bar. It displays the total number of unique recipients by activities.




Filter the data you need

Sales reps

To see the sequences-related activity of any team member(s), start typing their name in the filter field. If the filter field is empty, the Sequences report includes all team members.




Period

To see the sequences-related activity of your team or specific team member(s), select the necessary period from the drop-down list.





Sort by the most and least active employees


The numbers in the columns can be sorted by descending or ascending values.


By clicking on each column’s name, you can sort the list from the most active employee in a specific activity to the least one or vise versa.






Analyze the detailed statistics


Click on a number in the Sequence report to see the detailed list of prospects.








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