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Sales Productivity Metrics (Monthly)
 Use this tool to collect productivity metrics, based on using our Daily Productivity Report template for each sales representative..

                                             EFFECTIVENESS METRICS                                                                                    EFFICIENCY

    Sales Reps                New Opportunity Prospecting                           Won                    Closed Lost                                 Key Ratios

 Monthly Summary            Dials       Samples        Demo's         Appt's        Sales        Sample         Demo        Call Back   Dials/Sales    Dials/Demo   Demo/Sales

 Sales Rep 1                  0             0             0              0             0             0             0             0       #DIV/0!        #DIV/0!      #DIV/0!
 Sales Rep 2                  0             0             0              0             0             0             0             0       #DIV/0!        #DIV/0!      #DIV/0!
 Sales Rep 3                  0             0             0              0             0             0             0             0       #DIV/0!        #DIV/0!      #DIV/0!
 Sales Rep 4                  0             0             0              0             0             0             0             0       #DIV/0!        #DIV/0!      #DIV/0!
 Sales Rep 5                  0             0             0              0             0             0             0             0       #DIV/0!        #DIV/0!      #DIV/0!
 Totals                       0             0             0              0             0             0             0             0


   Daily Averages
                            Dials       Samples        Demo's         Appt's        Sales        Sample         Demo        Call Back   Dials/Sales    Dials/Demo   Demo/Sales
       (team)
 Totals/Days/# Sales
        Reps
                             0.00          0.00          0.00          0.00          0.00          0.00          0.00          0.00      #DIV/0!        #DIV/0!      #DIV/0!


   Daily Averages
                            Dials       Samples        Demo's         Appt's        Sales        Sample         Demo        Call Back
        (reps)
Sales Rep 1                  0.00          0.00          0.00          0.00          0.00          0.00          0.00          0.00

Sales Rep 2                  0.00          0.00          0.00          0.00          0.00          0.00          0.00          0.00

Sales Rep 3                  0.00          0.00          0.00          0.00          0.00          0.00          0.00          0.00

Sales Rep 4                  0.00          0.00          0.00          0.00          0.00          0.00          0.00          0.00

Sales Rep 5                  0.00          0.00          0.00          0.00          0.00          0.00          0.00          0.00
Sales Productivity Metrics (Week 1)
Use this tool to collect productivity metrics, based on using our Daily Productivity Report template for each sales representative.


  Sales Reps                 New Opportunity Prospecting                           Won                    Closed Lost

     Monday                Dials       Samples        Demo's         Appt's        Sales        Sample         Demo        Call Back

Sales Rep 1                   0             0             0             0             0             0             0             0

Sales Rep 2                   0             0             0             0             0             0             0             0

Sales Rep 3                   0             0             0             0             0             0             0             0

Sales Rep 4                   0             0             0             0             0             0             0             0

Sales Rep 5                   0             0             0             0             0             0             0             0

     Tuesday               Dials       Samples        Demo's         Appt's        Sales        Sample         Demo        Call Back

Sales Rep 1                   0             0             0             0             0             0             0             0

Sales Rep 2                   0             0             0             0             0             0             0             0

Sales Rep 3                   0             0             0             0             0             0             0             0

Sales Rep 4                   0             0             0             0             0             0             0             0

Sales Rep 5                   0             0             0             0             0             0             0             0

   Wednesday               Dials       Samples        Demo's         Appt's        Sales        Sample         Demo        Call Back

Sales Rep 1                   0             0             0             0             0             0             0             0

Sales Rep 2                   0             0             0             0             0             0             0             0

Sales Rep 3                   0             0             0             0             0             0             0             0

Sales Rep 4                   0             0             0             0             0             0             0             0

Sales Rep 5                   0             0             0             0             0             0             0             0
Thursday      Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0

         Friday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0



                             EFFECTIVENESS METRICS                                                     EFFICIENCY

  Sales Reps       New Opportunity Prospecting        Won              Closed Lost                      Key Ratios
                                                                                              Dials/      Dials/     Demo/
Week 1 Summary    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back
                                                                                              Sales       Demo       Sales
Sales Rep 1        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Sales Rep 2        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Sales Rep 3        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Sales Rep 4        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Sales Rep 5        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Totals             0         0        0        0       0        0           0        0
Dials/   Dials/    Demo/
Daily Averages (team)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back
                                                                                                      Sales    Demo      Sales
  Totals/Days/# Sales Reps   0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00      #DIV/0!   #DIV/0!   #DIV/0!


Daily Averages (reps)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back

Sales Rep 1                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 2                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 3                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 4                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 5                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00
Sales Productivity Metrics (Week 2)

  Sales Reps    New Opportunity Prospecting        Won              Closed Lost

     Monday    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

    Tuesday    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

   Wednesday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

    Thursday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back
Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0

         Friday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0



                             EFFECTIVENESS METRICS                                                     EFFICIENCY

  Sales Reps       New Opportunity Prospecting        Won              Closed Lost                      Key Ratios
                                                                                              Dials/      Dials/     Demo/
Week 2 Summary    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back
                                                                                              Sales       Demo       Sales
Sales Rep 1        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Sales Rep 2        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Sales Rep 3        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Sales Rep 4        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Sales Rep 5        0         0        0        0       0        0           0        0       #DIV/0!     #DIV/0!     #DIV/0!
Totals             0         0        0        0       0        0           0        0
Dials/   Dials/    Demo/
Daily Averages (team)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back
                                                                                                      Sales    Demo      Sales
  Totals/Days/# Sales Reps   0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00      #DIV/0!   #DIV/0!   #DIV/0!


Daily Averages (reps)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back

Sales Rep 1                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 2                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 3                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 4                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 5                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00
Sales Productivity Metrics (Week 3)

  Sales Reps    New Opportunity Prospecting        Won              Closed Lost

     Monday    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

    Tuesday    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

   Wednesday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

    Thursday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back
Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0

         Friday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0



                             EFFECTIVENESS METRICS                                                  EFFICIENCY

  Sales Reps       New Opportunity Prospecting        Won              Closed Lost                      Key Ratios

Week 3 Summary    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back   Dials/SalesDials/DemoDemo/Sales

Sales Rep 1        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 2        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 3        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 4        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 5        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Totals             0         0        0        0       0        0           0        0
Daily Averages (team)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back   Dials/SalesDials/DemoDemo/Sales

  Totals/Days/# Sales Reps   0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00       #DIV/0!   #DIV/0!   #DIV/0!


Daily Averages (reps)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back

Sales Rep 1                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 2                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 3                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 4                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 5                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00
Sales Productivity Metrics (Week 4)

  Sales Reps    New Opportunity Prospecting        Won              Closed Lost

     Monday    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

    Tuesday    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

   Wednesday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

    Thursday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back
Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0

         Friday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0



                             EFFECTIVENESS METRICS                                                  EFFICIENCY

  Sales Reps       New Opportunity Prospecting        Won              Closed Lost                      Key Ratios

Week 4 Summary    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back   Dials/SalesDials/DemoDemo/Sales

Sales Rep 1        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 2        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 3        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 4        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 5        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Totals             0         0        0        0       0        0           0        0
Daily Averages (team)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back   Dials/SalesDials/DemoDemo/Sales

  Totals/Days/# Sales Reps   0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00       #DIV/0!   #DIV/0!   #DIV/0!


Daily Averages (reps)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back

Sales Rep 1                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 2                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 3                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 4                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 5                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00
Sales Productivity Metrics (Week 5)

  Sales Reps    New Opportunity Prospecting        Won              Closed Lost

     Monday    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

    Tuesday    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

   Wednesday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1     0         0        0        0       0        0           0        0

Sales Rep 2     0         0        0        0       0        0           0        0

Sales Rep 3     0         0        0        0       0        0           0        0

Sales Rep 4     0         0        0        0       0        0           0        0

Sales Rep 5     0         0        0        0       0        0           0        0

    Thursday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back
Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0

         Friday   Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back

Sales Rep 1        0         0        0        0       0        0           0        0

Sales Rep 2        0         0        0        0       0        0           0        0

Sales Rep 3        0         0        0        0       0        0           0        0

Sales Rep 4        0         0        0        0       0        0           0        0

Sales Rep 5        0         0        0        0       0        0           0        0



                             EFFECTIVENESS METRICS                                                  EFFICIENCY

  Sales Reps       New Opportunity Prospecting        Won              Closed Lost                      Key Ratios

Week 5 Summary    Dials   Samples   Demo's   Appt's   Sales   Sample      Demo   Call Back   Dials/SalesDials/DemoDemo/Sales

Sales Rep 1        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 2        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 3        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 4        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Sales Rep 5        0         0        0        0       0        0           0        0        #DIV/0!    #DIV/0!     #DIV/0!
Totals             0         0        0        0       0        0           0        0
Daily Averages (team)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back   Dials/SalesDials/DemoDemo/Sales

  Totals/Days/# Sales Reps   0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00       #DIV/0!   #DIV/0!   #DIV/0!


Daily Averages (reps)        Dials   Samples   Demo's   Appt's   Sales   Sample   Demo   Call Back

Sales Rep 1                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 2                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 3                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 4                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

Sales Rep 5                  0.00     0.00      0.00    0.00     0.00     0.00    0.00     0.00

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Sales Productivity Metrics (Monthly)

  • 1. Sales Productivity Metrics (Monthly) Use this tool to collect productivity metrics, based on using our Daily Productivity Report template for each sales representative.. EFFECTIVENESS METRICS EFFICIENCY Sales Reps New Opportunity Prospecting Won Closed Lost Key Ratios Monthly Summary Dials Samples Demo's Appt's Sales Sample Demo Call Back Dials/Sales Dials/Demo Demo/Sales Sales Rep 1 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 2 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 3 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 4 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 5 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Totals 0 0 0 0 0 0 0 0 Daily Averages Dials Samples Demo's Appt's Sales Sample Demo Call Back Dials/Sales Dials/Demo Demo/Sales (team) Totals/Days/# Sales Reps 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 #DIV/0! #DIV/0! #DIV/0! Daily Averages Dials Samples Demo's Appt's Sales Sample Demo Call Back (reps) Sales Rep 1 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 2 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 3 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 4 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 5 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • 2. Sales Productivity Metrics (Week 1) Use this tool to collect productivity metrics, based on using our Daily Productivity Report template for each sales representative. Sales Reps New Opportunity Prospecting Won Closed Lost Monday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Tuesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Wednesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0
  • 3. Thursday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Friday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 EFFECTIVENESS METRICS EFFICIENCY Sales Reps New Opportunity Prospecting Won Closed Lost Key Ratios Dials/ Dials/ Demo/ Week 1 Summary Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Demo Sales Sales Rep 1 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 2 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 3 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 4 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 5 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Totals 0 0 0 0 0 0 0 0
  • 4. Dials/ Dials/ Demo/ Daily Averages (team) Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Demo Sales Totals/Days/# Sales Reps 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 #DIV/0! #DIV/0! #DIV/0! Daily Averages (reps) Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 2 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 3 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 4 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 5 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • 5. Sales Productivity Metrics (Week 2) Sales Reps New Opportunity Prospecting Won Closed Lost Monday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Tuesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Wednesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Thursday Dials Samples Demo's Appt's Sales Sample Demo Call Back
  • 6. Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Friday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 EFFECTIVENESS METRICS EFFICIENCY Sales Reps New Opportunity Prospecting Won Closed Lost Key Ratios Dials/ Dials/ Demo/ Week 2 Summary Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Demo Sales Sales Rep 1 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 2 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 3 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 4 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 5 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Totals 0 0 0 0 0 0 0 0
  • 7. Dials/ Dials/ Demo/ Daily Averages (team) Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Demo Sales Totals/Days/# Sales Reps 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 #DIV/0! #DIV/0! #DIV/0! Daily Averages (reps) Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 2 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 3 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 4 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 5 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • 8. Sales Productivity Metrics (Week 3) Sales Reps New Opportunity Prospecting Won Closed Lost Monday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Tuesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Wednesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Thursday Dials Samples Demo's Appt's Sales Sample Demo Call Back
  • 9. Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Friday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 EFFECTIVENESS METRICS EFFICIENCY Sales Reps New Opportunity Prospecting Won Closed Lost Key Ratios Week 3 Summary Dials Samples Demo's Appt's Sales Sample Demo Call Back Dials/SalesDials/DemoDemo/Sales Sales Rep 1 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 2 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 3 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 4 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 5 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Totals 0 0 0 0 0 0 0 0
  • 10. Daily Averages (team) Dials Samples Demo's Appt's Sales Sample Demo Call Back Dials/SalesDials/DemoDemo/Sales Totals/Days/# Sales Reps 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 #DIV/0! #DIV/0! #DIV/0! Daily Averages (reps) Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 2 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 3 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 4 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 5 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • 11. Sales Productivity Metrics (Week 4) Sales Reps New Opportunity Prospecting Won Closed Lost Monday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Tuesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Wednesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Thursday Dials Samples Demo's Appt's Sales Sample Demo Call Back
  • 12. Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Friday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 EFFECTIVENESS METRICS EFFICIENCY Sales Reps New Opportunity Prospecting Won Closed Lost Key Ratios Week 4 Summary Dials Samples Demo's Appt's Sales Sample Demo Call Back Dials/SalesDials/DemoDemo/Sales Sales Rep 1 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 2 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 3 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 4 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 5 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Totals 0 0 0 0 0 0 0 0
  • 13. Daily Averages (team) Dials Samples Demo's Appt's Sales Sample Demo Call Back Dials/SalesDials/DemoDemo/Sales Totals/Days/# Sales Reps 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 #DIV/0! #DIV/0! #DIV/0! Daily Averages (reps) Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 2 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 3 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 4 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 5 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • 14. Sales Productivity Metrics (Week 5) Sales Reps New Opportunity Prospecting Won Closed Lost Monday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Tuesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Wednesday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Thursday Dials Samples Demo's Appt's Sales Sample Demo Call Back
  • 15. Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 Friday Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0 0 0 0 0 0 0 0 Sales Rep 2 0 0 0 0 0 0 0 0 Sales Rep 3 0 0 0 0 0 0 0 0 Sales Rep 4 0 0 0 0 0 0 0 0 Sales Rep 5 0 0 0 0 0 0 0 0 EFFECTIVENESS METRICS EFFICIENCY Sales Reps New Opportunity Prospecting Won Closed Lost Key Ratios Week 5 Summary Dials Samples Demo's Appt's Sales Sample Demo Call Back Dials/SalesDials/DemoDemo/Sales Sales Rep 1 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 2 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 3 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 4 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Sales Rep 5 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! Totals 0 0 0 0 0 0 0 0
  • 16. Daily Averages (team) Dials Samples Demo's Appt's Sales Sample Demo Call Back Dials/SalesDials/DemoDemo/Sales Totals/Days/# Sales Reps 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 #DIV/0! #DIV/0! #DIV/0! Daily Averages (reps) Dials Samples Demo's Appt's Sales Sample Demo Call Back Sales Rep 1 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 2 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 3 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 4 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Sales Rep 5 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00