Reporting & Analytics

RSiddula
Contributeur de premier rang

SDR performance check - Dashboard

SOLVE

Hello Community, 

 

I am planning to build a dashboard to check the performance of all the SDR's, I have included the below KPI's,

 

1.  Number of connected calls vs Goal

2. My meetings booked vs Goal

3. My created deals vs Goal

4. My task completed vs not completed 

5. Avg lead response time/SDR

6. My new contacts not worked  

 

Could you please suggest me some important KPI's (Except the above mentioned) to measure the performance, thanks.

0 Upvotes
1 Accepted solution
Ian_Matt
Solution
Participant

SDR performance check - Dashboard

SOLVE

Hi @RSiddula ,

Two big metrics which are missing for me here are:

- Number of opportunities created
- Number of opportunities created which resulted in a closed won deal

It would be possible to build a report for both of these in HubSpot. If you need any help building out the dashboard feel free to message me 🙂

 

I hope this helps! If so it would be great so consider hitting the 'Accept as a solution option' 🙂

Many thanks,

Ian

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webdew
Guide | Diamond Partner
Guide | Diamond Partner

SDR performance check - Dashboard

SOLVE

Hi @RSiddula ,

Actually, something I did find was a couple of reports that you'd be able to filter from the report library as shared in image. based on Sales activity, sales email and sales performance that will be helpful and useful for SDRs

webdew_0-1642497302134.png

 

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.

Ian_Matt
Solution
Participant

SDR performance check - Dashboard

SOLVE

Hi @RSiddula ,

Two big metrics which are missing for me here are:

- Number of opportunities created
- Number of opportunities created which resulted in a closed won deal

It would be possible to build a report for both of these in HubSpot. If you need any help building out the dashboard feel free to message me 🙂

 

I hope this helps! If so it would be great so consider hitting the 'Accept as a solution option' 🙂

Many thanks,

Ian

annieg241
Participant

SDR performance check - Dashboard

SOLVE

Can you help me create this " - Number of opportunities created which resulted in a closed won deal"

0 Upvotes
RSiddula
Contributeur de premier rang

SDR performance check - Dashboard

SOLVE

Thanks for the valuable suggestion @Ian_Matt 

0 Upvotes