Individual Rep
Dashboard Example
KPIs
What KPIs to include?
Total Calls Made
See how many outbound calls you've made each day, keeping track of your activity levels.
Call Status Breakdown
View the outcomes of your calls—how many were successful, how many went to voicemail, and how many need follow-ups.
Decision-Makers Reached
Tracks how many of your calls connected with the right people rather than gatekeepers or incorrect contacts.
Meetings Booked
Shows how many calls resulted in scheduled meetings, directly linking to your commission potential.
Personal Conversion Rate
Calculates the percentage of calls that turn into a successful outcome—whether a meeting booked, a sale closed, or another key milestone.
Follow-Up Calls Scheduled
Tracks how many leads require additional follow-up, ensuring you never lose a potential deal.
Commission Earned
Displays your earnings based on your successful calls and conversions, keeping you motivated and focused on results.
Pipeline Contribution
Tracks how many of your meetings and conversions contribute to ongoing sales opportunities, giving you insight into your long-term impact.
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