Overview
The Sales Metrics page in Merchant Central summarizes your team's sales activity. Use it to monitor individual and team activity, review lead engagement, and assess performance over a selected period.
You can filter the report by Groups, User Classes, or Users, and choose a predefined or custom date range.
How Sales Metrics works
To open the report, go to My Leads → Sales Metrics.
Sales Metrics displays the following activity metrics for each user:
- Talk Time
- Notes Added
- Lead Updates
- Status Updates
- Tasks Set
- SMS Sent (Received)
- Emails Sent (Read)
- Appointments Set
- Appointments Seen
- New Accounts
To see more detail for a user, click a metric cell in the report table. The details appear in a popup window.
By default, the report includes all available Groups, User Classes, and Users. Use filters and a time range to focus on the activity you want to review.
You can also export the Sales Metrics report as an Excel or CSV file to analyze activity in a spreadsheet or share results with your team.
Filter Sales Metrics
To view activity for specific Groups, User Classes, or Users, select them in the filter boxes at the top of the page, then click Search.
Select a time range
Use a predefined time range
Select a predefined range from the Viewing dropdown. The report refreshes automatically to show metrics for that period.
Use a custom date and time range
- Select Date Range from the Viewing dropdown.
- Enter the start and end dates and times.
- Click Search.