Sales Reps
In the application, the tab is labelled Sales (dashboard_sales permission, labelled "Sales Reps" in role management). It has three sub-tabs: Performance, Transactions and Journey. This page describes the Performance sub-tab, dedicated to your sales team. The other two are described in the Sales page.
To the right of the sub-tabs, the Manage the sales team link leads to the Sales & Reps page. Amounts are displayed in your account currency.
Scalability banner
Above the sub-tabs, a banner gives a signal (Scale, Hold or Reduce) with the pills Closer capacity (occupancy of the closing slots read from the connected calendar) and Sales cycle (median number of days between first contact and sale, with the sample size). The See reps → button leads to the Sales & Reps page. The banner only appears when data exists.
Main KPIs
| KPI | What it measures | Clickable |
|---|---|---|
Closing rate (main card) | New sales ÷ prospects met (unique people); green from 40%, orange from 20% | no |
Avg. meetings before close | Average number of meetings before signing (shown when available) | no |
Bookings | Meetings booked (created) over the period | yes |
Prospects met | Unique people met; this is the denominator of the closing rate | no |
No-shows | No-show rate; red above 25%; the subtitle gives the count | yes, when there are no-shows |
Sales | New unique sales (one client = one sale); x new · y total when recurring sales exist | yes |
Revenue | Signed revenue; x new · y total when part of it comes from existing clients | yes |
When comparison is enabled, the subtitle shows the change versus the previous period.
Watch no-shows
Below 15% is excellent. Above 25%, one prospect in four does not show up: reminders, qualification or friction to review.
Pipeline
A three-stage Pipeline funnel, with the pass-through rate and the drop-off between stages:
Bookings → Shows → SalesRevenue by Rep
A horizontal bar chart (Revenue by Rep, subtitle top performers) ranks up to ten reps by revenue generated.
Performance by rep
The Performance by rep table details each rep:
| Column | Description |
|---|---|
Rep | Rep name |
Bookings | Meetings booked |
Meetings | Meetings held |
Shows | Prospects who attended |
No-shows | Count and percentage of no-shows; red above 25% |
Won (mtg) | Closed sales |
Closing % | Sales ÷ prospects met by this rep; green from 40%, orange from 20% |
Revenue | Signed revenue |
Avg. ticket | Average revenue per sale |
Avail. and Capacity | Open slots out of total, and occupancy rate; only shown when a calendar is connected |
Dotted-underlined values are clickable: they open the list of events for that rep (bookings, meetings, shows, no-shows, sales, revenue), which can be grouped by campaign to see where their leads come from. The table is sortable and exportable as CSV.
Compare reps
Sort by Closing %. Many meetings and a low closing rate: coaching needed. Few meetings and an excellent closing rate: this rep can take more prospects.
Trend
The Trend chart (subtitle bookings · meetings · sales) overlays three lines per day: Bookings, Meetings and Sales. It only appears when the period holds at least two points.
No-show by day
The No-show by day chart shows the no-show rate by day of the week (Sunday to Saturday, by meeting date), with a 25% threshold reference line. It only appears when meetings took place.
Objections by Campaign Source
This section crosses analysed calls with campaigns: the five most frequent objections (with the percentage of sales closed despite the objection), then a table per campaign (Campaign, Objection #1, Objections, Close despite). It needs recorded and analysed calls; without calls, it says so.
Further down, the Quality × Close = Real ROI card (the marketing ↔ sales bridge, sales version) and the per-campaign call intelligence panel complete this reading.
Prospects & Commissions
A collapsible section listing your contacts with their commission status:
| Column | Description |
|---|---|
Name, Email | The contact, clickable to their record |
Entry date | First known event |
Product / Form | Products bought or originating form |
Status | None, Lead window, Active or Expired |
Commission end | End date of the commission period (red when past) |
The table is exportable as CSV. The section only appears when there are contacts.
Pipeline Forecast
A collapsible section projecting your revenue:
| Card | Content |
|---|---|
Expected revenue | Revenue expected over the next 30 days |
Optimistic, Pessimistic | The two scenarios, when available |
Probability | Closing probability used |
Monthly projection | Bar chart of projected revenue month by month |
As long as no forecast exists, the section offers the Generate forecast button. The forecast is a directional indicator, not a guarantee.
Detail windows (drilldown)
| List | Columns |
|---|---|
| Bookings | Date, Name, Email, Rep, Meeting date, Type (Marketing or Follow-up), Status |
| Meetings, No-shows | Meeting date, Name, Email, Rep, Time |
| Sales, Revenue | Date, Name, Email, Amount, Product, Campaign (link to the campaign in Ads) |
Meetings, shows and no-shows are counted by meeting date; bookings by creation date; sales by event date. Lists can be grouped by campaign, exported as CSV, and clicking a row opens the event record.
Recommendations
This tab shows no recommendations panel. DURUM recommendations live in the My Dashboard tab, with the Recommendations and Weekly Insight widgets of the Diagnostics category. The engine is described in Insight DURUM.