Sales Person Performance Report
Sales-person-wise lead performance and conversion analysis
TOTAL LEADS All sales persons
1,248
5 sales persons
ASSIGNED Assigned to sales
1,112
89.1% assignment rate
FOLLOW UPS Sales activities
863
Active follow-up activities
SITE VISITS Customer visits
342
27.4% of total leads
CONVERTED Successful conversions
69
5.5% conversion rate
SALES PERSON
FROM DATE
TO DATE
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SALES PERSON
TOTAL LEADS
ASSIGNED
FOLLOW UPS
SITE VISITS
QUOTATIONS
CONVERTED
LOST
CONVERSION
SALES PERSON
Rahul Sharma
Active
TOTAL LEADS
286
ASSIGNED
286
FOLLOW UPS
214
SITE VISITS
82
QUOTATIONS
47
CONVERTED
18
LOST
21
CONVERSION
6.3%
▾
SALES PERSON
Rahul Sharma
TOTAL LEADS
286
ASSIGNED LEADS
286
FOLLOW UPS
214
SITE VISITS
82
QUOTATIONS
47
CONVERTED LEADS
18
LOST LEADS
21
CONVERSION RATE
6.3%
TOTAL VALUE
₹2.84 Cr
STATUS
Active
SALES PERSON
Priya Mehta
Active
TOTAL LEADS
264
ASSIGNED
251
FOLLOW UPS
198
SITE VISITS
76
QUOTATIONS
43
CONVERTED
16
LOST
18
CONVERSION
6.1%
▾
SALES PERSON
Priya Mehta
TOTAL LEADS
264
ASSIGNED LEADS
251
FOLLOW UPS
198
SITE VISITS
76
QUOTATIONS
43
CONVERTED LEADS
16
LOST LEADS
18
CONVERSION RATE
6.1%
TOTAL VALUE
₹2.41 Cr
STATUS
Active
SALES PERSON
Amit Patil
Active
TOTAL LEADS
241
ASSIGNED
219
FOLLOW UPS
176
SITE VISITS
69
QUOTATIONS
39
CONVERTED
14
LOST
24
CONVERSION
5.8%
▾
SALES PERSON
Amit Patil
TOTAL LEADS
241
ASSIGNED LEADS
219
FOLLOW UPS
176
SITE VISITS
69
QUOTATIONS
39
CONVERTED LEADS
14
LOST LEADS
24
CONVERSION RATE
5.8%
TOTAL VALUE
₹2.08 Cr
STATUS
Active
SALES PERSON
Neha Joshi
Active
TOTAL LEADS
231
ASSIGNED
207
FOLLOW UPS
163
SITE VISITS
61
QUOTATIONS
35
CONVERTED
12
LOST
19
CONVERSION
5.2%
▾
SALES PERSON
Neha Joshi
TOTAL LEADS
231
ASSIGNED LEADS
207
FOLLOW UPS
163
SITE VISITS
61
QUOTATIONS
35
CONVERTED LEADS
12
LOST LEADS
19
CONVERSION RATE
5.2%
TOTAL VALUE
₹1.76 Cr
STATUS
Active
SALES PERSON
Vikram Deshmukh
Inactive
TOTAL LEADS
226
ASSIGNED
149
FOLLOW UPS
112
SITE VISITS
54
QUOTATIONS
28
CONVERTED
9
LOST
17
CONVERSION
4.0%
▾
SALES PERSON
Vikram Deshmukh
TOTAL LEADS
226
ASSIGNED LEADS
149
FOLLOW UPS
112
SITE VISITS
54
QUOTATIONS
28
CONVERTED LEADS
9
LOST LEADS
17
CONVERSION RATE
4.0%
TOTAL VALUE
₹1.32 Cr
STATUS
Inactive
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