How to assess sales reps' performance using Upsales Insights.

This dashboard helps you identify your top performers – and who's having challenges.

1. Click Analytics → Upsales Insights → Sales Efficiency Coaching:
   
   
   
   
2. This gives you an overview of your sales funnel performance, from appointments to opportunities to orders:
   
   
   
   
3. Scroll down to Conversion rate comparison within selected role
4. This shows the % of appointments that lead to opportunities, and the % of opportunities that lead to orders:
   
   
   
   
5. Under the Sales Rep column you can compare performance between your team members
6. A high % helps identify high performers. Meanwhile, a low % means potential problem areas:
   
   
   
   
7. Scroll down to view what's needed for a rep to meet their quota:
   
   
   
   
8. Scroll down to view trends over the past three years:
   
   
   
   
9. Click any of the metrics to drill down:
   
   
   
   
10. Use the insights to identify where sales reps are performing ell, and where they might not reach quota targets

A big part of being a sales manager is coaching your sales reps. By helping them improve and overcome their challenges, you ensure your team will produce even greater numbers in the future. This dashboard helps you do that.