Audit sales rep activity velocity, completed calls, and site measurement productivity
What this does
Measures sales team operational output by auditing completed phone calls, on-site laser surveys, quotation presentations, and follow-up activities.
Before you start
- Sales Manager access.
Steps
Important
Correlating high site survey activity with won contract values demonstrates the ROI of field measurements.
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01
Open CRM › Reporting › Activities.
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02
Switch to the Pivot or Graph view to analyze activity counts by Activity Type and Salesperson.
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03
Compare completed vs overdue task ratios across the sales department.
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04
Identify top-performing sales engineers who maintain proactive client communications.
Common mistakes
- Focusing only on logged call counts without evaluating the quality of customer relationship outcomes.
- Tolerating persistent activity overdue backlogs.
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