Strategic metrics, team insights, and actionable focus areas.
Win rate increased from 32% to 37% in Q3 — driven by improved discovery and competitive positioning.
Average deal size grew 22% YoY; five $100K+ deals closed this quarter, exceeding target.
New demo certification program led to 34% higher demo-to-close conversion rate.
Average response to MQL is 4.2 hours (target <2h). Faster follow-up could improve conversion by 15%.
Deal reviews show 40% of lost deals had incomplete technical validation; additional training needed.
Only 18% of existing customers have purchased add-ons; dedicated account expansion motion is underutilized.
| Rep | Bookings (MTD) | Quota Attainment | Win Rate | Pipeline | Activities (30d) |
|---|---|---|---|---|---|
| Alex Johnson | $42,500 | 78% | 36% | $184K | 124 calls, 87 emails |
| Jamie Smith | $51,200 | 94% | 42% | $212K | 98 calls, 112 emails |
| Taylor Lee | $38,700 | 63% | 29% | $156K | 87 calls, 64 emails |
| Morgan Chen | $67,400 | 112% | 48% | $278K | 156 calls, 143 emails |
| Jordan Rivera | $29,800 | 55% | 31% | $98K | 67 calls, 52 emails |
Implement SLA and automation to cut response from 4.2h to <2h, targeting +15% conversion.
Mandatory technical training for all reps to address validation gaps in 40% of lost deals.
Launch cross-sell initiative targeting existing customers; goal: increase attach rate to 35%.