Period
Rep
📅
Overview
Closed deals
Demo booked
Prospects
Rep performance
Comparisons
Revenue over time
How much revenue was closed each month
Deals by rep
Current period
Demos booked vs Show ups
How many demos were booked vs how many actually showed up each month
Avg deal size over time
Are we closing bigger or smaller deals each month?
Rep conversion funnel
Demos booked vs deals closed per rep
Lead to close funnel
Where leads drop off in the current period
Closed deals
| Date | Customer | Business | Amount | Commission | Rep | Notes |
|---|
Appointments scheduled
| Appointment date | Prospect | Business | Owner | Stage | Showed? |
|---|
Prospects
| Created | Name | Phone | Business | Owner | Lead Stage |
|---|
Revenue by rep
Current period
Deals by rep
Current period
Rep leaderboard
| Rank | Rep | Deals | Revenue | Commission | Avg deal | Demos |
|---|
Revenue share by rep
Month over month revenue
Last 6 months vs prior year
Weekly deals trend
Last 8 weeks