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Accountability & Sales Metrics

A sales representative's only resource is time; their most important goal is meeting quota or budget for the month, quarter, or year.

Metrics include:

Sales_activity_summary_tab.png

For Sales representatives

  • number of client phone calls
  • number of contacts
  • appointments set
  • appointments conducted 
  • sales closed

For Management

  • focus on lead generation
  • team activity
  • sales ratios
  • measures that matter the most