Sales & Marketing Team Performance Reports
Individual and team performance breakdowns ensure transparent, equitable evaluation and serve as the objective foundation for KPI bonus calculations.
1. Sales Team Performance Report
Path: Reports ➔ Sales Team (path /reports/sales-team).
Sample Sales Representative Metrics:
| Staff Member | Assigned Leads | Closed Orders | Conversion Rate (CR%) | Revenue Generated | Return Rate |
|---|---|---|---|---|---|
| John Smith | 150 | 45 | 30.0% | $7,500.00 | 4.2% |
| Jane Doe | 200 | 52 | 26.0% | $8,800.00 | 6.1% |
2. Marketing Team Performance Report
Path: Reports ➔ Marketing Team (path /reports/mkt-team).
- Performance by Marketer / Campaign:
- Total ad budget expended.
- New conversations, comments, and incoming hotline leads.
- Revenue generated per campaign.
- ROAS and Ad Spend to Revenue Ratio (%).
3. Marketing & Sales Collaboration Report
Path: Reports ➔ MKT - Sales (path /reports/mkt-sales).
- Evaluates lead quality alignment between Marketing and Sales:
- High lead volume but low conversion rate: Ad targeting may be misaligned or sales closing scripts need improvement.
- High conversion rate but low revenue: Average order value needs expansion via combo up-selling.