Video 2.37: How to work effectively with leads
The easiest way to get an understanding of how your salespeople perform is to use the Report centre. You can view see their performances across multiple parameters, including sales, pipeline, activities, and appointments
Step 1. Navigate to the Insights tab
- Click Analytics → Report centre and choose your parameter:
Step 2. Choose your dimension
- Use the filter on the right-hand side to break down the numbers
The Report Centre can help you estimate how likely it is that your salespeople will reach their target.