Opportunities Reporting

Evaluating the performance of individual team members is essential for understanding their contributions to your sales efforts. The Opportunities section provides detailed insights into the opportunities managed by a selected user, highlighting their ability to convert leads into successful sales. By reviewing these metrics, you can identify trends, recognize strengths, and pinpoint areas for improvement to optimize your team's overall performance.

Head to the Reporting section of your account, then click the Agent Report tab. The Opportunities panel will be prominently displayed, allowing you to view key metrics.

Filters

To view data for particular users, analyze performance across various periods, and/or compare metrics for multiple users, utilize the filters on the upper panel.

For detailed guidance on how to use these filters, please refer to the overview of the Agent Reporting tab.

Key Metrics

Total Leads

This metric represents the total number of leads assigned to the selected user, reflecting their overall responsibility for managing and nurturing potential clients or customers.

Open Leads

Open leads indicate the number of potential clients or customers that remain unconverted. These opportunities require continued follow-up and engagement to move them through the sales process toward closure.

Won Leads

Won leads refer to opportunities successfully managed by the user, resulting in completed sales. This metric demonstrates the user's effectiveness in driving revenue.

Abandoned Leads

Abandoned leads highlight opportunities that were not pursued to completion, often due to disengagement or other external factors. Reviewing this metric can help identify areas for process refinement or re-engagement strategies.

Lost Leads

Lost leads display the opportunities that were not converted into sales. This data provides valuable insight into potential challenges or areas where further training or support may be needed.

By analyzing these metrics, you can better understand their strengths and areas for development, fostering a more effective and successful sales team.