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Sales Team Performance Report

Rep-level performance report: deals closed, revenue generated, activity ratios, conversion rates, and win rates.

monthlysales

★★★★★ 1,432 founders use this template.

What this report includes

LeaderboardDeals Closed per RepRevenue per RepActivity RatiosWin RateCoaching Opportunities

Data sources needed

HubSpot

Contacts, deals, pipeline, and CRM activity.

Read-only

Salesforce

Enterprise CRM with SOQL query support.

Read-only

Close CRM

Inside sales calls, sequences, and pipeline.

Read-only

How it works

  1. 1. Create a free Donum account and choose this template.
  2. 2. Connect your data sources (takes ~2 minutes, read-only).
  3. 3. Donum pulls the metrics for each section and writes the narrative.
  4. 4. Reports are delivered as PDFs to your recipients on schedule.

Similar templates

Sales Standup ReportRevenue Report

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