With the sales performance report, it easy to measure how each of your teammates are performing.
You can quickly check how much revenue they have in the pipeline, the value of the deals they’ve closed, the time it takes to close a deal, and more.
Note: You'll need an Inbox Premium plan to access the sales teammate performance report.
To access this report, go to Reports, then 'Inbox reports', and select 'Performance'. Then, click the ‘Sales’ tab:
You can easily filter the report by date, by teammate, and by tag:
You can see how many of your teammates’ opportunities, pipeline and closed deals have been influenced by Intercom.
Important: You’ll need to connect the Salesforce app to see data on this graph. ‘Influenced by Intercom’ means the lead had a conversation in Intercom less than 30 days before an opportunity was created and closed in Salesforce.
You can also see how many meetings each teammate has booked, and how long it usually takes to close a deal:
It’s easy to see how each teammate is doing, so you can identify your best performers:
Note: If you’d like to see any teammate’s individual performance, just click ‘Report’ on the right-hand side.
Lastly, you can see which deals in the time period were influenced by Intercom, how much they were worth, and more:
Here are more reports to help you measure your organisation’s performance: