Sales Performance / Activity & Productivity

Track rep activities, conversion metrics, and identify coaching opportunities.

1,245

Total Calls
+15% vs last month
Avg 42 calls/rep/day

987

Total Emails
+10% vs last month
Open rate: 42%

123

Meetings Held
+5% vs last month
Show rate: 86%

6.2%

Call→Meeting Conv
+0.8% vs last month
Target: 8%
Daily Activity Heatmap
Average activities per day of week (last 30 days)
Conversion Rate by Rep
Activities → Meetings (last 30 days)
Productivity Leaderboard
Activities per rep (calls + emails)
Activity Mix by Rep
Calls vs Emails (% of total)
Rep Activity Details (Last 7 Days)
Updated daily
RepCallsEmailsMeetingsCall→Meeting %Meetings→Opp %Opportunities Created
Morgan Chen142981812.7%44%8
Jamie Smith1281121410.9%36%5
Alex Johnson156871610.3%38%6
Taylor Lee976499.3%22%2
Jordan Rivera875278.0%29%2
Productivity Gaps
Low Conversion on Cold Calls

Call→meeting rate at 6.2% vs target 8% – review call scripts and objection handling.

Afternoon Activity Drop

Activity volume decreases 34% after 2pm – consider shift scheduling or task batching.

Low Email Open Rates

42% open rate (target 55%) – A/B test subject lines and send times.

Coaching Opportunities
Peer Call Shadowing

Pair low-conversion reps with top performers (Morgan Chen) for live call coaching.

Weekly Demo Roleplay Sessions

Schedule 30-min sessions to improve discovery and demo-to-close rates.

Activity-Based Incentives

Introduce SPIF for reps achieving >8% call-to-meeting conversion.