The Sales Metrics page provides summary information on your team's sales activities. To open the Sales Metrics page go to Leads > Sales Metrics:
To view a report on specific Groups, User Classes or Users select them in the provided filter boxes. The report's default setting is to include everything:
When you click on any of the filter boxes, a drop-down pick list will appear allowing you to select the required items:
Next, select a time range for your report. The Viewing drop-down menu allows you to select a pre-defined time range. Once you've selected a range the report will refresh automatically and show your sales metrics data:
Alternatively, you can also enter a specific time and date range, and then click the Search button:
Once your report is loaded, it will show the following 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
Here is a screenshot of a sample report:
To view sales metrics for just one specific user on the report, click on the user's name and the report will refresh and show only the data for that user:
