The easiest way to get an understanding of how your salespeople perform is to use the Report Center, where you will be able to see their performance across 4 key parameters, being order, pipeline, activity, and appointment
Step 1. Navigate to the Insights tab
- Go to the Report Center and choose your parameter of interest
Step 2. Choose if you want to see it per User, Company, Campaign et cetera
- Use the filter on the right-hand side to break down the numbers
The Report Center can help you estimate how likely it is that your salespeople will reach their target.