Sales Reps
The Sales Reps tab is dedicated to your sales team's performance. It gives you a complete view of bookings, meetings, no-shows, closing, and revenue generated by each rep.
Main KPIs
Six cards cover the essential metrics for your sales team:
| KPI | What It Measures |
|---|---|
| Bookings | Total number of appointments booked |
| Meetings | Number of meetings that took place (attendees) |
| No-shows (%) | Percentage of missed appointments |
| Close Rate | % of meetings converted to sales |
| Sales | Total number of closed sales |
| Revenue | Total revenue generated by the team |
Each KPI is clickable: a detail window opens with the list of individual events behind the number.
Watch No-shows
A no-show rate above 25% is a warning sign. It means one in four prospects doesn't show up for their appointment. Automated reminders (SMS, email) can significantly reduce this rate.
Insight DURUM
AI-generated recommendations specific to your sales team:
- Booking generation: suggestions to increase the number of qualified bookings
- No-show reduction: strategies to improve the attendance rate
- Closing: observations on closing patterns by rep
- Assignment: optimal prospect distribution among reps
Pipeline Funnel
A funnel visualization of your sales pipeline:
Leads -> Applications -> Bookings -> Attended -> SalesEach stage displays the absolute number and the conversion rate to the next stage. This view lets you identify at which point prospects leave the process.
Revenue by Rep
A horizontal bar chart ranking your reps by revenue generated, from highest to lowest performer. A quick visual overview to see who's generating the most results.
Per-Rep Performance
A detailed table with each rep's individual results:
| Column | Description |
|---|---|
| Rep | Rep name |
| Bookings | Number of appointments booked |
| Meetings | Total number of assigned meetings |
| Attended | Number of prospects who showed up |
| No-shows | Count + percentage of no-shows |
| Won | Number of closed sales |
| Close % | Conversion rate from attended to sales |
| Revenue | Total revenue generated |
| Avg. Ticket | Average revenue per sale |
The table is sortable by any column and exportable as CSV.
Compare Reps
Sort by Close % to see who converts meetings to sales best. A rep with many meetings but low closing may need coaching. A rep with few meetings but excellent closing could receive more prospects.
Trend
A three-line chart showing evolution over time:
| Line | Color | What It Measures |
|---|---|---|
| Bookings | Violet | Number of reservations per period |
| Meetings | Amber | Number of meetings held |
| Sales | Green | Number of sales closed |
This chart lets you see if your pipeline trends are rising or falling, and if the three metrics are evolving consistently.
Reading the Chart
Ideally, all three lines should rise together. If bookings increase but sales remain flat, it may indicate a lead quality or closing problem.
No-shows by Day of Week
A bar chart showing the no-show rate broken down by day of the week (Monday through Friday). A 25% reference line is displayed to help identify problematic days.
This chart helps spot patterns. For example, if no-shows are consistently higher on Fridays, you might avoid scheduling important meetings that day.
TIP
Use this information to adjust your availability calendar. Concentrate time slots on days with the highest attendance rate.
Prospects & Commissions
A collapsible section (click to expand) displaying a contact table with their commission status:
| Status | Meaning |
|---|---|
| Active | Commission in effect: the rep receives their share |
| Expired | The commission period has ended |
| Lead window | The prospect is in the initial attribution window |
This table is useful for tracking which prospects are assigned to which rep and whether commissions are active.
Pipeline Forecast
A projection section that estimates your future revenue over the next 30 days. Two scenarios are presented:
| Scenario | Description |
|---|---|
| Optimistic | Based on your best recent conversion rates |
| Pessimistic | Based on your most conservative conversion rates |
The forecast takes into account prospects currently in your pipeline (leads, applications, pending bookings) and applies historical conversion rates to estimate upcoming revenue.
INFO
The forecast is an estimate. It recalculates automatically each day based on new data. Use it as a directional indicator, not a guarantee.