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CRM Team Performance Report

Team Performance

Compare sales teams and individual salespeople on leads, opportunities, revenue, conversion, and activity metrics.

Filters

  • Sales Team — Filter by team or show all
  • Date Range (From/To) — Filter by date range

Section 1: Team Performance Summary

Columns:

  • Team — Sales team name
  • Total Leads — All leads assigned to this team
  • Opportunities — Leads converted to opportunities
  • Won — Deals won
  • Lost — Deals lost
  • Win Rate — Won ÷ (Won + Lost) × 100
  • Won Revenue — Total revenue from won deals
  • Pipeline Value — Total expected revenue (all records)
  • Avg Cycle — Average days from creation to conversion (won deals only)

Section 2: Individual Salesperson Performance

Columns:

  • Salesperson — User name
  • Team — Team assignment
  • Leads — Total leads assigned
  • Opportunities — Opportunities owned
  • Won — Deals won
  • Lost — Deals lost
  • Win Rate — Individual win rate
  • Won Revenue — Revenue from won deals
  • Open Pipeline — Revenue from currently open, non-won/lost opportunities
  • Avg Cycle — Average days to close (won deals only)

Section 3: Activity Metrics by Salesperson

Columns:

  • Salesperson — User name
  • Total Activities — All activities assigned
  • Completed — Activities marked done
  • Pending — Planned activities still pending
  • Overdue — Past-due activities (highlighted in red if > 0)
  • Completion Rate — Completed ÷ Total × 100

This section measures salesperson engagement and follow-through with their CRM activities.

See Also