Sales Person Scorecard
Filtered Data
This report is filtered based on your division settings:
- Function: Operational
- Work Type: Full Project
Track individual salesperson performance with comprehensive metrics and KPIs in a single view.
Accessing the Report
Reports > Sales > Sales Person Scorecard
Key Metrics
The scorecard tracks each salesperson through the full sales funnel:
| Metric | Description |
|---|---|
| Leads | Total leads assigned in period |
| Appointments Set | Meetings scheduled |
| Appointments Held | Meetings completed |
| Proposals | Estimates/proposals delivered |
| Contracts | Projects won |
| Sold Amount | Total contract value |
| Average Job Size | Mean contract value |
| Closing % | Win rate (contracts ÷ proposals) |
Available Filters
| Filter | Description |
|---|---|
| Date Range | Period for analysis (lead date or close date) |
| Sales Person | View individual or all team members |
| Division | Focus on specific project types |
Reading the Scorecard
Funnel Progression
The scorecard shows how leads progress through your sales process:
Leads → Appointments Set → Appointments Held → Proposals → Contracts
Conversion rates between each stage help identify where leads drop off.
Performance Indicators
Strong Performance:
- High appointment-to-proposal ratio
- Above-average closing percentage
- Consistent activity levels
Areas for Coaching:
- Low appointment set rate from leads
- High proposals but low closing rate
- Below-average job size
Calculations
Closing Percentage
Closing % = (Contracts Won ÷ Proposals Sent) × 100
Average Job Size
Average Job Size = Total Sold Amount ÷ Number of Contracts
Export Options
Click Export CSV to download scorecard data for:
- Spreadsheet analysis
- Performance reviews
- Compensation calculations
Common Use Cases
- Weekly sales meetings: Review activity and pipeline progress
- Monthly performance reviews: Compare to goals and past periods
- Coaching sessions: Identify specific improvement areas
- Compensation planning: Track commission-eligible sales
Tips
- Compare individual metrics to team averages
- Look at trends over multiple periods, not just single snapshots
- Consider lead quality when evaluating closing rates
- Factor in project complexity when comparing job sizes
Related Reports
- Sales Summary - Company-wide totals
- Closing Percentage - Detailed win rate analysis
- Conversion Funnel - Opportunities against wins