To know how your salespeople perform, the easiest way is to use the Report centre. You can see their performance across parameters including sales, pipeline, activities, and appointments
Step 1. Open a dashboard
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Click Analytics → Report centre. Under Created by Upsales, choose a dashboard, for example Sales, Pipeline, Activities or Appointments:
Step 2. Break down the numbers
- Under Group by at the top of the dashboard, choose User to see the numbers per salesperson. To narrow the data down further, click Show filters.
The Report Centre can help you estimate how likely it is that your salespeople will reach their target.