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View Your Salesperson Performance Report

Last Updated: Jul 16, 2018 03:11PM EDT
PestPac Lead Management generates a report that shows the performance of your salespeople for the current month, the previous month, previous 3 months, previous 6 months, or previous year. 

To access the sales report:

Click Menu > Sales & Marketing > Sales & Marketing Reports

 
 
 

From the Lead Management Reports section, Choose "Salesperson Performance."
 

Fields displayed in the Sales Report include:

 
  • Salesperson - The name of the sales rep.
  • Sales Value - The amount of revenue generated by the rep.
  • Leads - The number of leads assigned to the rep.
  • Sales - The amount of closed orders by the rep.
  • Customers - The total amount of customers converted by the rep.
  • Close Rate - The percentage of leads closed by the rep.
  • Avg. Value/Sale - The average sale amount for an order by the rep.
  • Avg. Value/Lead - The average sale amount by lead
  • Avg. Time to Close - The average amount of time between when a lead came in and was marked as closed
Columns in the report can be rearranged by clicking and dragging within the table. 

The Salesperson Performance Report can be filtered to display only sales reps from a specific Sales Region or Date Range by selecting it from the drop-down filters. 


 

All fields in this report are enabled by default. Specific fields can be disabled by clicking the Choose Fields button and deselecting the activated fields.  

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