Sales Rep progress dashboard

[SBale]

Hi Community Friends,

Have been given a brief and looking for your help and ideas on the best way to achieve this......

Individual Board:

Leads Handed to SalesTeam

Sales Team react on this

Progress shown 

Success of Lead to Demo

Success of Demo to Deal

Are there any reports we already have that i can utilise and what way would you go?

Thanks in advance

[AlbertBer]

Hi, we've done something similar for our reps, and the combo that worked best for us was a custom dashboard built around deal stages + lead status properties. You can create separate reports for: (1) leads assigned this week, (2) time to first activity, (3) demo conversion rate (based on lifecycle stage or a custom field), and (4) deal closed-won rate.

If you're using lead sources or campaigns, layering those in can show marketing -> sales -> revenue flow. You’ll likely need to use custom properties or calculated fields to track Lead to Demo and Demo to Deal more precisely, but the default funnel report is a decent starting point.

[SBale]

@AlbertBer Oooo ok thanks. Have you stuck with using Lead status rather than switching to Lead object? We would love to fully switch to using the sales workspace but i cant figure the lead object set up correctly 😞

I'll def have a look into those report options

Thanks so much

[AlbertBer]

@SBale yes, we mostly stuck with Lead Status on the contact/lead records because it was simpler to manage and report on without extra complexity. The Lead object setup in the Sales Workspace can be tricky at first, especially with its separate lifecycle from Contacts.

By the way, the tool I mentioned also has a free version that should be enough for this kind of reporting and dashboard setup. It’s worth trying out before committing to anything paid.

[Jaycee_Lewis]

Hey, @SBale 👋 Thanks for your question. It may be easier to get help with this project if you tell the community more about:

• reports you've already tried
• reports that are close but not quite what you need
• are any of the data points you need to report on stored as custom properties?
• do you have access to the Custom Report Builder?

Best,

Jaycee

[SBale]

Hey @jaycee Thanks so much for your reply. Yes do have custom report builder but not unlimited reports. 

I have starting with reports based on lead scoring, where a threshold is based on a lead score, and can then report on movement from Med (MQL) to High (SQL) but am stuck at how to report on when/who that is assigned and what happens from there..... if that makes sense?

TIA